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
526
$213K 0.02%
+4,543
527
$212K 0.02%
+4,642
528
$208K 0.01%
+3,419
529
$208K 0.01%
+2,571
530
$207K 0.01%
2,838
-27,705
531
$207K 0.01%
+4,784
532
$206K 0.01%
+3,900
533
$206K 0.01%
+6,150
534
$205K 0.01%
1,957
-53,837
535
$205K 0.01%
2,450
-341
536
$204K 0.01%
+191
537
$203K 0.01%
16,948
-21,377
538
$203K 0.01%
+14,615
539
$202K 0.01%
20,443
+8,307
540
$202K 0.01%
+7,230
541
$202K 0.01%
+4,110
542
$202K 0.01%
+12,636
543
$201K 0.01%
+6,347
544
$197K 0.01%
+22,641
545
$195K 0.01%
+16,601
546
$192K 0.01%
16,251
+6,835
547
$185K 0.01%
+4,468
548
$173K 0.01%
+18,387
549
$171K 0.01%
+10,253
550
$164K 0.01%
+12,785
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