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
$1.49B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$41.9M
3
+$32.5M
4
NTRS icon
Northern Trust
NTRS
+$22.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M

Top Sells

1
+$4.74M
2
+$4.11M
3
+$3.29M
4
CAT icon
Caterpillar
CAT
+$2.76M
5
SBUX icon
Starbucks
SBUX
+$1.98M

Sector Composition

1 Technology 13.91%
2 Industrials 12.12%
3 Financials 10.41%
4 Healthcare 8.8%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$228K 0.02%
+2,980
452
$228K 0.02%
1,280
+45
453
$228K 0.02%
2,176
-442
454
$226K 0.02%
1,350
455
$226K 0.02%
8,011
+112
456
$225K 0.02%
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457
$225K 0.02%
+9,074
458
$224K 0.02%
+1,915
459
$224K 0.02%
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460
$223K 0.01%
46,285
461
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+2,084
462
$222K 0.01%
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-91
463
$221K 0.01%
2,662
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464
$220K 0.01%
2,581
+103
465
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+4,569
466
$218K 0.01%
10,539
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467
$218K 0.01%
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468
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$218K 0.01%
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470
$217K 0.01%
2,253
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471
$217K 0.01%
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472
$215K 0.01%
+1,460
473
$214K 0.01%
9,332
-1,116
474
$213K 0.01%
+15,350
475
$211K 0.01%
599
-141
17 18
19
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