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
826
$2.47M 0.01%
94,440
827
$2.47M 0.01%
86,285
+44,431
828
$2.46M 0.01%
74,829
-43,080
829
$2.45M 0.01%
69,672
-4,052
830
$2.45M 0.01%
126,785
-5,727
831
$2.45M 0.01%
11,245
-3,146
832
$2.42M 0.01%
153,207
-9,023
833
$2.42M 0.01%
27,446
+6,171
834
$2.42M 0.01%
55,593
-33,543
835
$2.41M 0.01%
20,041
-10,035
836
$2.4M 0.01%
33,731
-7,261
837
$2.39M 0.01%
51,131
-5,644
838
$2.39M 0.01%
52,017
-11,111
839
$2.38M 0.01%
24,257
-3,403
840
$2.38M 0.01%
14,134
+1,392
841
$2.37M 0.01%
70,769
+2,475
842
$2.37M 0.01%
95,104
-9,160
843
$2.36M 0.01%
51,724
+29,883
844
$2.35M 0.01%
20,706
-5,578
845
$2.35M 0.01%
173,861
-177,703
846
$2.33M 0.01%
10,440
-3,822
847
$2.33M 0.01%
45,657
-3,150
848
$2.33M 0.01%
29,131
-2,868
849
$2.32M 0.01%
209,026
-16,219
850
$2.32M 0.01%
49,457
-1,300
32 33
34
35 36