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
426
$257K 0.01%
12,250
427
$254K 0.01%
12,955
+1,262
428
$253K 0.01%
14,808
+1,844
429
$253K 0.01%
+7,776
430
$249K 0.01%
7,573
-7,371
431
$248K 0.01%
8,307
+29
432
$247K 0.01%
+3,910
433
$245K 0.01%
+3,685
434
$240K 0.01%
+1,991
435
$240K 0.01%
+3,845
436
$238K 0.01%
+2,533
437
$236K 0.01%
+3,981
438
$235K 0.01%
+2,793
439
$233K 0.01%
16,720
-1,835
440
$233K 0.01%
1,056
-16
441
$232K 0.01%
2,289
-401
442
$231K 0.01%
4,716
443
$230K 0.01%
+2,254
444
$229K 0.01%
3,547
+246
445
$228K 0.01%
+17,178
446
$228K 0.01%
+2,803
447
$227K 0.01%
+3,503
448
$226K 0.01%
2,000
449
$225K 0.01%
25,000
450
$224K 0.01%
41,358
+19,999
16 17
18
19 20