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
$1.59B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$10.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
PFE icon
Pfizer
PFE
+$7.16M

Top Sells

1
+$12.5M
2
+$9.74M
3
+$6.6M
4
SBUX icon
Starbucks
SBUX
+$6.08M
5
QCOM icon
Qualcomm
QCOM
+$6.06M

Sector Composition

1 Technology 14.6%
2 Industrials 11.52%
3 Communication Services 9.62%
4 Healthcare 9.42%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$298K 0.02%
6,447
+443
402
$295K 0.02%
1,608
-326
403
$294K 0.02%
2,492
-1,128
404
$292K 0.02%
2,190
-1,870
405
$289K 0.02%
+5,500
406
$283K 0.02%
7,343
-1,481
407
$278K 0.02%
2,312
-2,593
408
$277K 0.02%
10,737
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409
$276K 0.02%
3,243
-1,810
410
$275K 0.02%
7,877
-19,159
411
$272K 0.02%
3,136
-1,466
412
$270K 0.02%
+4,600
413
$270K 0.02%
+15,005
414
$269K 0.02%
1,743
-153
415
$264K 0.02%
+21,442
416
$261K 0.02%
5,645
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417
$260K 0.02%
+14,583
418
$259K 0.02%
+3,464
419
$257K 0.02%
4,696
420
$257K 0.02%
+2,721
421
$257K 0.02%
+7,158
422
$255K 0.02%
+672
423
$251K 0.02%
+6,261
424
$250K 0.02%
+8,462
425
$248K 0.02%
1,438
-466
15 16
17
18 19