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
451
$222K 0.01%
2,874
-25
452
$221K 0.01%
+13,881
453
$221K 0.01%
+6,129
454
$220K 0.01%
+2,794
455
$217K 0.01%
7,877
+361
456
$213K 0.01%
+2,074
457
$211K 0.01%
+13,273
458
$211K 0.01%
+8,075
459
$210K 0.01%
+3,544
460
$207K 0.01%
+8,225
461
$205K 0.01%
30,845
+5,810
462
$204K 0.01%
4,457
-922
463
$204K 0.01%
7,355
-2,826
464
$204K 0.01%
+1,933
465
$202K 0.01%
1,354
+23
466
$200K 0.01%
+628
467
$199K 0.01%
+500
468
$192K 0.01%
15,559
+3,661
469
$192K 0.01%
200
470
$185K 0.01%
28,802
-10,195
471
$185K 0.01%
+12,249
472
$179K 0.01%
19,607
+4,620
473
$177K 0.01%
1,625
474
$158K 0.01%
18,800
+1,000
475
$155K 0.01%
20,280
17 18
19
20 21