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
$8.49B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,259
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$110M
3
+$78.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$75.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$68.7M

Top Sells

1
+$433M
2
+$25.8M
3
+$13.3M
4
ITW icon
Illinois Tool Works
ITW
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10M

Sector Composition

1 Technology 13.37%
2 Healthcare 8.84%
3 Financials 8.03%
4 Industrials 6.58%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.82M 0.02%
34,486
+14,509
427
$1.82M 0.02%
12,530
+124
428
$1.8M 0.02%
11,711
+3,187
429
$1.8M 0.02%
55,085
+8,434
430
$1.79M 0.02%
34,754
+25,668
431
$1.79M 0.02%
3,334
+922
432
$1.77M 0.02%
35,381
+9,892
433
$1.77M 0.02%
17,858
+9,422
434
$1.73M 0.02%
20,588
-52,190
435
$1.71M 0.02%
164,079
+22,590
436
$1.68M 0.02%
12,574
-2,483
437
$1.67M 0.02%
59,335
+2,426
438
$1.67M 0.02%
69,730
-17,398
439
$1.65M 0.02%
+31,669
440
$1.64M 0.02%
42,410
+7,385
441
$1.63M 0.02%
5,461
+761
442
$1.62M 0.02%
6,760
+142
443
$1.62M 0.02%
39,429
-5,365
444
$1.61M 0.02%
58,234
+4,176
445
$1.61M 0.02%
56,808
+30,394
446
$1.61M 0.02%
16,735
+3,621
447
$1.61M 0.02%
21,374
+8,350
448
$1.6M 0.02%
44,551
+21,966
449
$1.58M 0.02%
7,555
+5,388
450
$1.57M 0.02%
+49,742
16 17
18
19 20