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
701
$374K 0.01%
+9,288
702
$373K 0.01%
9,123
-102
703
$373K 0.01%
+29,947
704
$371K 0.01%
+4,782
705
$371K 0.01%
3,102
+989
706
$370K 0.01%
2,244
+153
707
$369K 0.01%
863
-3,478
708
$368K 0.01%
15,075
+2,785
709
$366K 0.01%
3,943
+2
710
$365K 0.01%
+2,592
711
$364K 0.01%
+2,988
712
$362K 0.01%
+10,571
713
$361K 0.01%
+175
714
$360K 0.01%
8,193
+2,381
715
$359K 0.01%
+1,821
716
$357K 0.01%
+1,061
717
$355K 0.01%
+3,552
718
$354K 0.01%
+115,494
719
$353K 0.01%
4,398
+867
720
$353K 0.01%
7,612
+1,264
721
$352K 0.01%
+3,944
722
$352K 0.01%
3,932
+1,063
723
$352K 0.01%
+4,282
724
$348K 0.01%
5,421
+3,126
725
$345K 0.01%
+3,585
27 28
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