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
351
$401K 0.02%
34,631
-2,192
352
$400K 0.02%
+11,725
353
$397K 0.02%
408
-8
354
$396K 0.02%
9,661
+696
355
$396K 0.02%
6,500
356
$394K 0.02%
2,379
357
$392K 0.02%
229
-3
358
$389K 0.02%
4,009
-102
359
$389K 0.02%
+16,754
360
$384K 0.02%
6,515
+302
361
$383K 0.02%
3,348
+601
362
$383K 0.02%
8,747
+146
363
$380K 0.02%
3,918
+1,024
364
$379K 0.02%
1,710
365
$376K 0.02%
12,379
366
$374K 0.02%
21,857
-10,896
367
$369K 0.02%
7,854
-229
368
$367K 0.02%
5,734
369
$365K 0.02%
107,444
+1,520
370
$361K 0.01%
+4,418
371
$360K 0.01%
16,234
+554
372
$360K 0.01%
+4,446
373
$359K 0.01%
11,000
374
$359K 0.01%
+4,124
375
$359K 0.01%
6,856
13 14
15
16 17