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
$1.59B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$10.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
PFE icon
Pfizer
PFE
+$7.16M

Top Sells

1
+$12.5M
2
+$9.74M
3
+$6.6M
4
SBUX icon
Starbucks
SBUX
+$6.08M
5
QCOM icon
Qualcomm
QCOM
+$6.06M

Sector Composition

1 Technology 14.6%
2 Industrials 11.52%
3 Communication Services 9.62%
4 Healthcare 9.42%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.32M 0.46%
251,493
+10,273
52
$7.29M 0.46%
55,340
+36,321
53
$7.26M 0.46%
82,238
+71,166
54
$7.2M 0.45%
88,362
+82,099
55
$7.11M 0.45%
34,768
+24,449
56
$6.85M 0.43%
123,910
+118,134
57
$6.81M 0.43%
88,088
+81,595
58
$6.75M 0.43%
98,815
+95,441
59
$6.41M 0.4%
177,661
+168,594
60
$6.38M 0.4%
134,678
+86,033
61
$6.26M 0.4%
112,124
+65,050
62
$6.24M 0.39%
+144,128
63
$5.98M 0.38%
192,848
+185,524
64
$5.89M 0.37%
31,864
-2,680
65
$5.89M 0.37%
51,431
-26,327
66
$5.87M 0.37%
43,057
+15,169
67
$5.78M 0.36%
150,065
-7,141
68
$5.78M 0.36%
106,099
+41,526
69
$5.68M 0.36%
39,192
+5,425
70
$5.62M 0.35%
66,807
-13,846
71
$5.51M 0.35%
43,499
-23,135
72
$5.47M 0.35%
83,235
-7,072
73
$5.38M 0.34%
98,630
-35,811
74
$5.33M 0.34%
18,151
-12,939
75
$5.29M 0.33%
166,511
+1,484
1 2
3
4 5