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
$1.49B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$41.9M
3
+$32.5M
4
NTRS icon
Northern Trust
NTRS
+$22.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M

Top Sells

1
+$4.74M
2
+$4.11M
3
+$3.29M
4
CAT icon
Caterpillar
CAT
+$2.76M
5
SBUX icon
Starbucks
SBUX
+$1.98M

Sector Composition

1 Technology 13.91%
2 Industrials 12.12%
3 Financials 10.41%
4 Healthcare 8.8%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$304K 0.02%
3,396
-1,801
402
$304K 0.02%
4,827
+16
403
$303K 0.02%
10,838
+3,608
404
$302K 0.02%
1,881
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405
$301K 0.02%
7,639
+1,027
406
$299K 0.02%
2,743
+750
407
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3,054
-2,182
408
$295K 0.02%
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-94
409
$292K 0.02%
6,080
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410
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13,508
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411
$287K 0.02%
9,592
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412
$287K 0.02%
2,885
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413
$285K 0.02%
18,506
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414
$282K 0.02%
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415
$282K 0.02%
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416
$281K 0.02%
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417
$281K 0.02%
11,804
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418
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419
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2,698
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420
$276K 0.02%
5,234
421
$273K 0.02%
5,384
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422
$272K 0.02%
1,167
+5
423
$272K 0.02%
8,106
-17
424
$271K 0.02%
15,407
+1,951
425
$269K 0.02%
2,889
-66
15 16
17
18 19