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
$1.41B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$32.2M
3
+$26.1M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$19.9M
5
JPM icon
JPMorgan Chase
JPM
+$19.1M

Top Sells

1
+$956M
2
+$149M
3
+$120M
4
NOC icon
Northrop Grumman
NOC
+$83.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$46.2M

Sector Composition

1 Industrials 13.18%
2 Technology 11.93%
3 Financials 11.35%
4 Healthcare 10.37%
5 Communication Services 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$311K 0.02%
5,232
-14,135
427
$310K 0.02%
1,393
428
$309K 0.02%
+2,913
429
$309K 0.02%
5,604
430
$309K 0.02%
7,107
+584
431
$307K 0.02%
4,649
-499
432
$307K 0.02%
7,214
433
$305K 0.02%
4,754
434
$304K 0.02%
3,724
435
$303K 0.02%
21,607
+18,920
436
$303K 0.02%
2,034
+208
437
$301K 0.02%
+7,633
438
$299K 0.02%
+6,840
439
$297K 0.02%
8,821
-15,338
440
$297K 0.02%
16,706
441
$296K 0.02%
18,727
+3,305
442
$295K 0.02%
3,106
-22,345
443
$295K 0.02%
+7,200
444
$293K 0.02%
+8,692
445
$291K 0.02%
17,285
-10,844
446
$289K 0.02%
+4,486
447
$289K 0.02%
+1,449
448
$288K 0.02%
3,464
-24
449
$287K 0.02%
4,275
-5,620
450
$285K 0.02%
+8,186
16 17
18
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