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
$36.9B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,447
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$101M
3
+$89.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$81.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.4M

Top Sells

1
+$968M
2
+$113M
3
+$89.5M
4
AAPL icon
Apple
AAPL
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$66.8M

Sector Composition

1 Technology 16.32%
2 Financials 7.53%
3 Healthcare 7.45%
4 Consumer Staples 5.64%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.21M 0.02%
107,907
-12,071
477
$8.21M 0.02%
106,391
-22,591
478
$8.18M 0.02%
198,995
+7,205
479
$8.12M 0.02%
152,076
-10,172
480
$8.09M 0.02%
141,776
-2,028
481
$8.09M 0.02%
64,806
-15,371
482
$8.08M 0.02%
35,847
+11,637
483
$8.04M 0.02%
95,686
+2,316
484
$8M 0.02%
2,700
-437
485
$8M 0.02%
554,929
+2,523
486
$7.99M 0.02%
238,948
-52,549
487
$7.96M 0.02%
532,029
-6,113
488
$7.94M 0.02%
27,605
+883
489
$7.91M 0.02%
73,475
-15,536
490
$7.89M 0.02%
352,973
+250,278
491
$7.84M 0.02%
59,577
-12,095
492
$7.83M 0.02%
24,355
-1,255
493
$7.79M 0.02%
28,968
-12,908
494
$7.59M 0.02%
732,790
-706,243
495
$7.58M 0.02%
213,039
-213,725
496
$7.57M 0.02%
69,387
-6,865
497
$7.46M 0.02%
88,952
+21,580
498
$7.42M 0.02%
103,595
-37,598
499
$7.41M 0.02%
239,276
-1,850
500
$7.4M 0.02%
33,066
-11,544
18 19
20
21 22