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
476
$211K 0.01%
1,041
-390
477
$208K 0.01%
2,017
+4
478
$208K 0.01%
14,615
479
$208K 0.01%
+14,000
480
$207K 0.01%
3,652
-632
481
$207K 0.01%
+2,992
482
$203K 0.01%
10,355
483
$202K 0.01%
2,869
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484
$202K 0.01%
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485
$190K 0.01%
6,112
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486
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6,026
-2
487
$165K 0.01%
22,856
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488
$165K 0.01%
20,630
489
$164K 0.01%
10,579
+1,369
490
$162K 0.01%
30,574
-38,190
491
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492
$153K 0.01%
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493
$148K 0.01%
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494
$136K 0.01%
19,961
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495
$128K 0.01%
34,199
496
$127K 0.01%
1,960
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497
$126K 0.01%
+11,887
498
$120K 0.01%
1,335
+48
499
$116K 0.01%
3,158
+1,066
500
$113K 0.01%
+11,310
18 19
20
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