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
$36.9B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,447
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$101M
3
+$89.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$81.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.4M

Top Sells

1
+$968M
2
+$113M
3
+$89.5M
4
AAPL icon
Apple
AAPL
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$66.8M

Sector Composition

1 Technology 16.32%
2 Financials 7.53%
3 Healthcare 7.45%
4 Consumer Staples 5.64%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.65M 0.01%
4,956
+2,378
802
$2.65M 0.01%
24,863
-6,267
803
$2.65M 0.01%
6,875
-1,078
804
$2.65M 0.01%
11,697
-3,427
805
$2.63M 0.01%
46,208
+24,519
806
$2.61M 0.01%
88,495
-50,397
807
$2.61M 0.01%
22,117
+6,024
808
$2.6M 0.01%
102,771
-17,779
809
$2.59M 0.01%
5,596
-5,139
810
$2.59M 0.01%
54,614
-38,205
811
$2.58M 0.01%
34,825
+3,653
812
$2.57M 0.01%
10,344
+213
813
$2.57M 0.01%
26,902
-2,360
814
$2.56M 0.01%
96,220
-16,506
815
$2.55M 0.01%
81,894
-5,309
816
$2.55M 0.01%
145,036
-18,221
817
$2.54M 0.01%
149,625
+58,653
818
$2.53M 0.01%
3,077
-65
819
$2.52M 0.01%
19,592
-6,301
820
$2.52M 0.01%
17,098
-2,698
821
$2.52M 0.01%
53,427
-58,528
822
$2.5M 0.01%
40,013
+2,409
823
$2.5M 0.01%
34,320
+167
824
$2.49M 0.01%
36,346
-6,221
825
$2.47M 0.01%
18,576
+10,341
31 32
33
34 35