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
476
$257K 0.02%
5,329
-9,031
477
$256K 0.02%
+15,589
478
$256K 0.02%
+1,305
479
$255K 0.02%
20,500
-4,554
480
$255K 0.02%
+13,000
481
$254K 0.02%
+3,444
482
$254K 0.02%
25,026
-14,496
483
$253K 0.02%
+9,783
484
$250K 0.02%
5,401
+3,524
485
$250K 0.02%
1,552
-1,128
486
$248K 0.02%
+1,755
487
$247K 0.02%
+3,021
488
$245K 0.02%
+7,003
489
$243K 0.02%
+4,523
490
$240K 0.02%
+1,286
491
$239K 0.02%
+963
492
$239K 0.02%
+4,121
493
$239K 0.02%
+46,288
494
$239K 0.02%
6,364
-8,928
495
$237K 0.02%
+133
496
$237K 0.02%
7,202
497
$236K 0.02%
+1,903
498
$234K 0.02%
8,251
-38,866
499
$232K 0.02%
+2,427
500
$232K 0.02%
1,982
+1
18 19
20
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