Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
-$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$867M
2
+$133M
3
+$115M
4
NOC icon
Northrop Grumman
NOC
+$72.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$43.8M

Top Sells

1
+$123M
2
+$97.4M
3
+$25M
4
AAPL icon
Apple
AAPL
+$24.6M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$23.5M

Sector Composition

1 Healthcare 18.91%
2 Industrials 10.05%
3 Communication Services 9.84%
4 Financials 9.78%
5 Technology 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
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