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
$8.49B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,259
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$110M
3
+$78.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$75.4M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$68.7M

Top Sells

1
+$433M
2
+$25.8M
3
+$13.3M
4
ITW icon
Illinois Tool Works
ITW
+$13.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10M

Sector Composition

1 Technology 13.37%
2 Healthcare 8.84%
3 Financials 8.03%
4 Industrials 6.58%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$577K 0.01%
57,860
+94
702
$576K 0.01%
24,787
-12,579
703
$575K 0.01%
7,703
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704
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20,879
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706
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106,250
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707
$565K 0.01%
8,269
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708
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18,420
+2,010
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4,092
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710
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5,441
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712
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713
$560K 0.01%
109,128
+98,071
714
$558K 0.01%
4,848
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715
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717
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30,804
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5,406
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719
$546K 0.01%
1,649
+240
720
$542K 0.01%
8,445
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721
$541K 0.01%
3,018
+1,048
722
$535K 0.01%
+18,918
723
$533K 0.01%
9,051
-200
724
$525K 0.01%
+3,358
725
$524K 0.01%
+27,401
27 28
29
30 31