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
551
$584K 0.01%
+18,038
552
$583K 0.01%
3,498
-811
553
$583K 0.01%
+30,856
554
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2,617
+160
555
$575K 0.01%
4,141
+889
556
$573K 0.01%
9,369
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557
$570K 0.01%
+12,628
558
$569K 0.01%
2,211
+272
559
$568K 0.01%
6,006
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560
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37,931
+4,843
561
$567K 0.01%
17,799
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562
$567K 0.01%
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563
$558K 0.01%
+22,211
564
$557K 0.01%
17,086
+1,632
565
$555K 0.01%
+9,507
566
$553K 0.01%
2,417
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567
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568
$548K 0.01%
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569
$543K 0.01%
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570
$542K 0.01%
7,034
+3,947
571
$541K 0.01%
728
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572
$540K 0.01%
8,878
+736
573
$539K 0.01%
15,870
-115
574
$538K 0.01%
6,021
-305
575
$534K 0.01%
+21,075
21 22
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