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
526
$646K 0.01%
5,011
+1,981
527
$645K 0.01%
+4,034
528
$645K 0.01%
+13,728
529
$638K 0.01%
19,826
+3,134
530
$638K 0.01%
+377
531
$629K 0.01%
1,610
+734
532
$629K 0.01%
16,410
533
$628K 0.01%
+9,186
534
$626K 0.01%
+3,676
535
$620K 0.01%
+4,100
536
$618K 0.01%
5,241
+1,723
537
$616K 0.01%
17,114
+1,831
538
$615K 0.01%
+24,289
539
$614K 0.01%
+26,836
540
$614K 0.01%
+15,465
541
$607K 0.01%
6,037
+360
542
$606K 0.01%
3,511
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543
$603K 0.01%
20,653
544
$602K 0.01%
+40,556
545
$601K 0.01%
1,119
+370
546
$594K 0.01%
+5,180
547
$591K 0.01%
4,580
+1,957
548
$590K 0.01%
+960
549
$588K 0.01%
+27,357
550
$585K 0.01%
+2
20 21
22
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