Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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 +$103M
2 +$32.4M
3 +$25.6M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$19.5M
5
JPM icon
JPMorgan Chase
JPM
+$18.5M

Top Sells

1 +$922M
2 +$143M
3 +$118M
4
NOC icon
Northrop Grumman
NOC
+$78.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$45.3M

Sector Composition

1 Industrials 13.18%
2 Technology 11.93%
3 Financials 11.35%
4 Healthcare 10.37%
5 Communication Services 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-4,454
577
-47,508