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
$3.12B
AUM Growth
+$688M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$23.5M
3
+$19.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$15.4M

Top Sells

1
+$21.9M
2
+$16M
3
+$10.8M
4
SAFE
Safehold Inc.
SAFE
+$2.53M
5
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$2.14M

Sector Composition

1 Technology 19.13%
2 Industrials 13.11%
3 Financials 10.41%
4 Healthcare 9.61%
5 Consumer Discretionary 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$264K 0.01%
6,487
-664
552
$261K 0.01%
16,720
553
$260K 0.01%
8,225
554
$254K 0.01%
+3,516
555
$252K 0.01%
+2,067
556
$250K 0.01%
+1,298
557
$249K 0.01%
+13,321
558
$247K 0.01%
+6,916
559
$247K 0.01%
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560
$247K 0.01%
+6,445
561
$246K 0.01%
+23,089
562
$243K 0.01%
12,585
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563
$241K 0.01%
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564
$240K 0.01%
+6,388
565
$239K 0.01%
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566
$235K 0.01%
+10,765
567
$234K 0.01%
19,607
568
$232K 0.01%
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569
$231K 0.01%
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570
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571
$228K 0.01%
+2,682
572
$226K 0.01%
+3,424
573
$222K 0.01%
+4,536
574
$222K 0.01%
+3,012
575
$222K 0.01%
+7,177
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