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
451
$1.57M 0.02%
28,423
+21,147
452
$1.55M 0.02%
22,596
+510
453
$1.55M 0.02%
8,919
+4,349
454
$1.55M 0.02%
36,188
+12,786
455
$1.55M 0.02%
69,140
456
$1.55M 0.02%
8,981
+3,033
457
$1.54M 0.02%
26,829
+557
458
$1.54M 0.02%
424,296
459
$1.54M 0.02%
337,869
-6,706
460
$1.54M 0.02%
+13,991
461
$1.53M 0.02%
18,442
+6,779
462
$1.53M 0.02%
84,088
+26,696
463
$1.52M 0.02%
9,890
+8,535
464
$1.52M 0.02%
10,932
+1,756
465
$1.52M 0.02%
+48,177
466
$1.5M 0.02%
+54,251
467
$1.5M 0.02%
11,164
+6,654
468
$1.48M 0.02%
30,195
+41
469
$1.48M 0.02%
+59,500
470
$1.46M 0.02%
38,189
+19,396
471
$1.45M 0.02%
31,368
+1,920
472
$1.45M 0.02%
21,711
+5,058
473
$1.45M 0.02%
11,290
+1,310
474
$1.44M 0.02%
46,195
+15,316
475
$1.43M 0.02%
22,304
+5,570
17 18
19
20 21