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
676
$397K 0.01%
+4,567
677
$396K 0.01%
+7,844
678
$396K 0.01%
9,102
+2,100
679
$395K 0.01%
+2,160
680
$394K 0.01%
+8,831
681
$394K 0.01%
13,044
+1,954
682
$393K 0.01%
8,346
+1,587
683
$392K 0.01%
9,017
+615
684
$392K 0.01%
4,478
+1,978
685
$392K 0.01%
+28,065
686
$391K 0.01%
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687
$390K 0.01%
+8,099
688
$389K 0.01%
17,592
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689
$388K 0.01%
6,323
690
$386K 0.01%
+895
691
$386K 0.01%
+5,700
692
$386K 0.01%
1,378
-4,929
693
$385K 0.01%
1,032
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694
$384K 0.01%
9,345
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695
$383K 0.01%
5,555
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696
$382K 0.01%
2,525
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697
$381K 0.01%
12,028
-600
698
$378K 0.01%
+9,319
699
$375K 0.01%
219
-1,492
700
$374K 0.01%
+2,036
26 27
28
29 30