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
626
$445K 0.01%
+4,691
627
$444K 0.01%
1,893
+245
628
$444K 0.01%
3,355
-96
629
$444K 0.01%
+7,075
630
$444K 0.01%
3,074
-2,720
631
$443K 0.01%
13,612
+5,379
632
$443K 0.01%
5,322
+1,531
633
$441K 0.01%
13,484
+3,700
634
$440K 0.01%
3,660
+629
635
$436K 0.01%
+8,588
636
$432K 0.01%
+15,670
637
$430K 0.01%
6,123
+2,839
638
$430K 0.01%
+6,807
639
$429K 0.01%
7,005
+43
640
$427K 0.01%
3,667
+603
641
$426K 0.01%
+1,646
642
$424K 0.01%
+12,260
643
$422K 0.01%
2,285
+193
644
$421K 0.01%
+2,565
645
$421K 0.01%
+4,423
646
$419K 0.01%
342
+17
647
$417K 0.01%
+4,890
648
$416K 0.01%
+3,599
649
$416K 0.01%
+25,243
650
$413K 0.01%
+6,377
24 25
26
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