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
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$78.2M
3
+$72.7M
4
CVS icon
CVS Health
CVS
+$61.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$59.2M

Top Sells

1
+$740M
2
+$562M
3
+$314M
4
VUG icon
Vanguard Growth ETF
VUG
+$282M
5
DIS icon
Walt Disney
DIS
+$281M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.67M 0.03%
+12,357
352
$1.67M 0.03%
+29,130
353
$1.65M 0.03%
19,227
+6,096
354
$1.64M 0.03%
7,001
-279
355
$1.57M 0.02%
336
-4,685
356
$1.57M 0.02%
58,392
+24,735
357
$1.57M 0.02%
4,052
+87
358
$1.56M 0.02%
61,258
-36,240
359
$1.54M 0.02%
15,433
+186
360
$1.54M 0.02%
+10,311
361
$1.53M 0.02%
52,046
-1,039
362
$1.51M 0.02%
+19,555
363
$1.5M 0.02%
5,963
-410
364
$1.5M 0.02%
+21,166
365
$1.5M 0.02%
2,349
+350
366
$1.48M 0.02%
9,604
+20
367
$1.48M 0.02%
+27,450
368
$1.47M 0.02%
28,185
+1,793
369
$1.47M 0.02%
52,400
-19,684
370
$1.47M 0.02%
18,660
+62
371
$1.46M 0.02%
7,747
+561
372
$1.46M 0.02%
27,094
+10,403
373
$1.45M 0.02%
15,547
+5,777
374
$1.44M 0.02%
21,597
+3,414
375
$1.43M 0.02%
8,991
+2,583
13 14
15
16 17