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
376
$350K 0.01%
10,625
-551
377
$349K 0.01%
9,216
378
$349K 0.01%
+7,833
379
$343K 0.01%
20,847
380
$342K 0.01%
22,218
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381
$341K 0.01%
13,158
+2,781
382
$341K 0.01%
7,800
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383
$335K 0.01%
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384
$334K 0.01%
17,506
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385
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-16
386
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+15,178
387
$328K 0.01%
5,392
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388
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10,176
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389
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390
$321K 0.01%
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391
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14,182
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394
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395
$314K 0.01%
450
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396
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3,096
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397
$313K 0.01%
6,337
398
$310K 0.01%
16,821
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399
$309K 0.01%
3,776
+176
400
$309K 0.01%
5,947
+590
14 15
16
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