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
$1.41B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$32.2M
3
+$26.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$19.9M
5
JPM icon
JPMorgan Chase
JPM
+$19.1M

Top Sells

1
+$956M
2
+$149M
3
+$120M
4
NOC icon
Northrop Grumman
NOC
+$83.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$46.2M

Sector Composition

1 Industrials 13.18%
2 Technology 11.93%
3 Financials 11.35%
4 Healthcare 10.37%
5 Communication Services 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$376K 0.03%
2,125
-4,555
377
$375K 0.03%
+3,241
378
$374K 0.03%
+4,193
379
$374K 0.03%
3,001
-16,384
380
$374K 0.03%
2,082
-5,380
381
$374K 0.03%
+15,018
382
$373K 0.03%
6,467
+607
383
$373K 0.03%
3,114
-24
384
$372K 0.03%
10,142
-15,832
385
$370K 0.03%
12,341
+119
386
$366K 0.03%
+11,482
387
$363K 0.03%
+9,200
388
$361K 0.03%
+10,171
389
$359K 0.03%
17,273
-46,645
390
$359K 0.03%
+7,430
391
$357K 0.03%
+2,085
392
$357K 0.03%
47,740
-42,725
393
$357K 0.03%
+6,612
394
$356K 0.03%
+6,094
395
$354K 0.03%
+7,558
396
$350K 0.02%
+4,960
397
$345K 0.02%
+3,534
398
$345K 0.02%
+8,900
399
$338K 0.02%
+14,003
400
$338K 0.02%
14,300
14 15
16
17 18