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
$1.49B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$41.9M
3
+$32.5M
4
NTRS icon
Northern Trust
NTRS
+$22.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M

Top Sells

1
+$4.74M
2
+$4.11M
3
+$3.29M
4
CAT icon
Caterpillar
CAT
+$2.76M
5
SBUX icon
Starbucks
SBUX
+$1.98M

Sector Composition

1 Technology 13.91%
2 Industrials 12.12%
3 Financials 10.41%
4 Healthcare 8.8%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$407K 0.03%
3,309
+126
352
$400K 0.03%
32,075
+9,370
353
$399K 0.03%
1,629
-502
354
$393K 0.03%
3,939
-22
355
$393K 0.03%
4,191
+27
356
$393K 0.03%
2,372
-138
357
$390K 0.03%
26,385
-1,683
358
$388K 0.03%
2,445
+36
359
$387K 0.03%
6,503
-12
360
$379K 0.03%
18,772
+1,535
361
$375K 0.03%
6,380
+1,886
362
$372K 0.02%
4,616
+2,544
363
$372K 0.02%
61,744
-325
364
$371K 0.02%
5,918
+350
365
$370K 0.02%
4,891
-1,467
366
$369K 0.02%
13,660
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5,772
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368
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7,845
369
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11,487
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370
$366K 0.02%
2,517
-2,088
371
$366K 0.02%
9,646
-1,255
372
$364K 0.02%
7,723
-1,148
373
$362K 0.02%
5,024
+346
374
$361K 0.02%
2,317
+6
375
$357K 0.02%
9,783
+827
13 14
15
16 17