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
$45.2B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$259M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$189M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$136M

Top Sells

1
+$66.4M
2
+$30.1M
3
+$26.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$22.1M
5
AMK
AssetMark Financial Holdings, Inc.
AMK
+$20.9M

Sector Composition

1 Technology 16.23%
2 Financials 7.54%
3 Healthcare 7.44%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3.74M 0.01%
39,068
+206
827
$3.73M 0.01%
126,138
+29,918
828
$3.73M 0.01%
23,257
+4,184
829
$3.72M 0.01%
97,878
+15,315
830
$3.7M 0.01%
31,613
-766
831
$3.69M 0.01%
15,277
+3,580
832
$3.69M 0.01%
190,455
+5,874
833
$3.68M 0.01%
52,719
+11,337
834
$3.67M 0.01%
23,775
+7,994
835
$3.66M 0.01%
9,165
-222
836
$3.66M 0.01%
86,447
-2,854
837
$3.66M 0.01%
34,540
+25,539
838
$3.66M 0.01%
36,941
-34,644
839
$3.65M 0.01%
94,819
+80,553
840
$3.65M 0.01%
95,700
+52,532
841
$3.65M 0.01%
32,757
+18,414
842
$3.64M 0.01%
32,964
+8,707
843
$3.64M 0.01%
53,990
+27,891
844
$3.64M 0.01%
70,580
+15,316
845
$3.61M 0.01%
29,998
+653
846
$3.61M 0.01%
18,011
+5,637
847
$3.61M 0.01%
109,144
+1,236
848
$3.58M 0.01%
13,019
+7,445
849
$3.56M 0.01%
694,417
+256,933
850
$3.55M 0.01%
36,261
+7,130
32 33
34
35 36