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
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$78.2M
3
+$72.7M
4
CVS icon
CVS Health
CVS
+$61.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$59.2M

Top Sells

1
+$740M
2
+$562M
3
+$314M
4
VUG icon
Vanguard Growth ETF
VUG
+$282M
5
DIS icon
Walt Disney
DIS
+$281M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.09M 0.02%
9,445
-127
427
$1.09M 0.02%
27,700
-9,340
428
$1.08M 0.02%
8,040
+2,608
429
$1.07M 0.02%
20,914
-6,816
430
$1.07M 0.02%
28,370
+8,959
431
$1.06M 0.02%
+41,659
432
$1.06M 0.02%
2,771
+917
433
$1.05M 0.02%
+3,445
434
$1.04M 0.02%
14,981
-5,366
435
$1.03M 0.02%
27,498
+6,188
436
$1.01M 0.02%
34,551
+812
437
$1.01M 0.02%
21,103
+969
438
$1.01M 0.02%
1,526
+932
439
$1M 0.02%
2,166
+656
440
$998K 0.02%
+11,631
441
$994K 0.02%
29,423
+11,990
442
$989K 0.02%
+20,207
443
$980K 0.01%
27,199
+1,324
444
$972K 0.01%
13,704
-116
445
$967K 0.01%
14,490
+4,770
446
$965K 0.01%
9,991
-9,979
447
$961K 0.01%
11,270
+2,120
448
$953K 0.01%
+2,585
449
$947K 0.01%
3,710
+1,427
450
$945K 0.01%
+6,257
16 17
18
19 20