Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
+$621M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.4M
3
+$21.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.8M
5
AMZN icon
Amazon
AMZN
+$16.5M

Top Sells

1
+$16.5M
2
+$7.76M
3
+$7.34M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.69M
5
DELL icon
Dell
DELL
+$4.94M

Sector Composition

1 Technology 21.1%
2 Industrials 16.01%
3 Healthcare 9.99%
4 Financials 9.49%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$594K 0.02%
2,764
+3
302
$581K 0.02%
4,506
+349
303
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2,088
-669
304
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1,385
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39,448
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306
$567K 0.02%
2,653
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307
$562K 0.02%
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308
$558K 0.02%
15,300
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309
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310
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2,355
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311
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6,814
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312
$551K 0.02%
3,247
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313
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314
$538K 0.02%
18,820
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315
$528K 0.02%
35,600
-2,438
316
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$508K 0.02%
14,109
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319
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320
$499K 0.02%
27,954
321
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2,625
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322
$496K 0.02%
+18,246
323
$493K 0.02%
1,639
+114
324
$492K 0.02%
4,772
+1,368
325
$491K 0.02%
19,467
-689
11 12
13
14 15