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
476
$1.43M 0.02%
40,066
+27,911
477
$1.43M 0.02%
152,877
-18,137
478
$1.42M 0.02%
13,638
+11,248
479
$1.42M 0.02%
30,288
+26,683
480
$1.41M 0.02%
23,691
+7,604
481
$1.41M 0.02%
+19,280
482
$1.41M 0.02%
54,100
+1,650
483
$1.41M 0.02%
+20,811
484
$1.39M 0.02%
12,177
+9,554
485
$1.39M 0.02%
15,046
+2,428
486
$1.38M 0.02%
22,683
+9,474
487
$1.38M 0.02%
39,020
+38
488
$1.36M 0.02%
42,047
-9,894
489
$1.36M 0.02%
26,587
-1,770
490
$1.35M 0.02%
26,801
+228
491
$1.34M 0.01%
75,673
+40,296
492
$1.32M 0.01%
56,619
+30,037
493
$1.32M 0.01%
+43,082
494
$1.31M 0.01%
+46,434
495
$1.31M 0.01%
27,773
+1,514
496
$1.31M 0.01%
6,519
+2,649
497
$1.28M 0.01%
23,402
-37,477
498
$1.27M 0.01%
16,370
+14,132
499
$1.27M 0.01%
77,590
+56,860
500
$1.26M 0.01%
14,602
+12,049
18 19
20
21 22