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
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$78.2M
3
+$72.7M
4
CVS icon
CVS Health
CVS
+$61.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$59.2M

Top Sells

1
+$740M
2
+$562M
3
+$314M
4
VUG icon
Vanguard Growth ETF
VUG
+$282M
5
DIS icon
Walt Disney
DIS
+$281M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$801K 0.01%
7,263
+2,280
477
$801K 0.01%
2,731
+1,250
478
$800K 0.01%
12,841
-5,790
479
$789K 0.01%
+7,666
480
$789K 0.01%
+15,696
481
$789K 0.01%
61,242
482
$780K 0.01%
11,799
+2,829
483
$779K 0.01%
18,145
+1,170
484
$777K 0.01%
+7,310
485
$770K 0.01%
+5,321
486
$766K 0.01%
1,954
+648
487
$762K 0.01%
4,697
+3,138
488
$759K 0.01%
+12,491
489
$758K 0.01%
+12,498
490
$755K 0.01%
11,331
+3,791
491
$755K 0.01%
47,773
+9,965
492
$755K 0.01%
6,588
+302
493
$755K 0.01%
+65,178
494
$747K 0.01%
+11,195
495
$745K 0.01%
+29,648
496
$740K 0.01%
14,710
+4,310
497
$738K 0.01%
6,665
+1,526
498
$737K 0.01%
4,903
+1,855
499
$734K 0.01%
28,029
+10,281
500
$721K 0.01%
27,210
-23
18 19
20
21 22