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
401
$309K 0.01%
25,875
402
$306K 0.01%
10,037
+861
403
$303K 0.01%
+1,933
404
$303K 0.01%
2,481
-3
405
$303K 0.01%
3,051
-1,000
406
$302K 0.01%
1,642
407
$301K 0.01%
+4,364
408
$300K 0.01%
+7,151
409
$297K 0.01%
4,765
-1,220
410
$296K 0.01%
1,088
-88
411
$295K 0.01%
2,097
+70
412
$291K 0.01%
5,566
+100
413
$291K 0.01%
3,302
-1,842
414
$288K 0.01%
1,513
-60
415
$288K 0.01%
+6,405
416
$283K 0.01%
5,929
417
$283K 0.01%
10,790
418
$277K 0.01%
+2,912
419
$271K 0.01%
2,901
+274
420
$271K 0.01%
2,374
+446
421
$267K 0.01%
13,368
-2,874
422
$262K 0.01%
3,475
423
$262K 0.01%
1,621
-60
424
$259K 0.01%
6,724
425
$257K 0.01%
+3,715
15 16
17
18 19