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
576
$527K 0.01%
24,870
-828
577
$527K 0.01%
11,099
+5,804
578
$527K 0.01%
13,942
+757
579
$524K 0.01%
1,790
+425
580
$523K 0.01%
4,783
-3,538
581
$522K 0.01%
4,497
+2,275
582
$519K 0.01%
1,686
-2,064
583
$518K 0.01%
18,838
+3,454
584
$517K 0.01%
11,842
+2,858
585
$516K 0.01%
+3,091
586
$515K 0.01%
5,518
+1,213
587
$515K 0.01%
2,334
+821
588
$514K 0.01%
+51,147
589
$511K 0.01%
30,776
+983
590
$509K 0.01%
773
+493
591
$508K 0.01%
8,394
+1,933
592
$508K 0.01%
+10,403
593
$504K 0.01%
6,540
+339
594
$501K 0.01%
+26,222
595
$500K 0.01%
8,538
-1,544
596
$499K 0.01%
12,426
597
$498K 0.01%
+19,809
598
$498K 0.01%
3,235
+1,184
599
$498K 0.01%
+4,569
600
$497K 0.01%
+5,293
22 23
24
25 26