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
451
$284K 0.02%
+2,128
452
$280K 0.02%
+6,123
453
$280K 0.02%
13,236
-76,036
454
$280K 0.02%
+15,215
455
$280K 0.02%
+19,326
456
$279K 0.02%
+4,715
457
$276K 0.02%
+4,489
458
$275K 0.02%
19,440
-34,048
459
$275K 0.02%
1
-3,475
460
$273K 0.02%
15,070
+590
461
$271K 0.02%
3,130
+200
462
$270K 0.02%
+4,319
463
$270K 0.02%
2,100
464
$269K 0.02%
4,806
-1,926
465
$267K 0.02%
+5,995
466
$267K 0.02%
3,845
467
$266K 0.02%
+24,133
468
$265K 0.02%
+5,515
469
$264K 0.02%
6,314
+53
470
$264K 0.02%
+4,903
471
$261K 0.02%
+2,629
472
$261K 0.02%
+3,697
473
$260K 0.02%
+9,000
474
$260K 0.02%
5,317
+749
475
$258K 0.02%
+7,741
17 18
19
20 21