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
526
$1.09M 0.01%
24,685
+20,013
527
$1.09M 0.01%
621
+183
528
$1.08M 0.01%
15,300
+9,172
529
$1.08M 0.01%
19,613
+8,126
530
$1.07M 0.01%
46,574
-724
531
$1.07M 0.01%
8,259
+4,157
532
$1.07M 0.01%
33,743
+431
533
$1.07M 0.01%
16,794
+12,921
534
$1.06M 0.01%
+44,166
535
$1.06M 0.01%
3,023
+1,591
536
$1.04M 0.01%
22,199
+6,689
537
$1.04M 0.01%
35,641
+1,636
538
$1.04M 0.01%
33,844
-23,445
539
$1.04M 0.01%
7,362
+4,799
540
$1.04M 0.01%
+6,105
541
$1.03M 0.01%
8,310
+3,728
542
$1.03M 0.01%
55,982
+29,473
543
$1.03M 0.01%
12,932
+3,658
544
$1.03M 0.01%
7,867
+3,905
545
$1.03M 0.01%
125,226
-3,029
546
$1.02M 0.01%
42,778
-2,635
547
$1.02M 0.01%
12,359
+3,986
548
$1.01M 0.01%
5,494
+266
549
$1.01M 0.01%
17,881
-5,131
550
$999K 0.01%
7,576
-624
20 21
22
23 24