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
851
$2.32M 0.01%
24,770
-13,665
852
$2.31M 0.01%
33,114
+7,633
853
$2.29M 0.01%
+35,323
854
$2.29M 0.01%
32,344
+22,692
855
$2.27M 0.01%
7,340
-2,304
856
$2.26M 0.01%
16,390
+7,376
857
$2.26M 0.01%
77,236
-956
858
$2.26M 0.01%
12,374
+2,922
859
$2.26M 0.01%
8,364
-1,983
860
$2.25M 0.01%
11,087
+102
861
$2.25M 0.01%
13,331
-6,017
862
$2.24M 0.01%
41,377
-864
863
$2.24M 0.01%
78,002
-19,995
864
$2.23M 0.01%
33,671
-1,075
865
$2.23M 0.01%
87,591
+47,307
866
$2.21M 0.01%
6,053
-3,405
867
$2.21M 0.01%
14,608
-11,764
868
$2.2M 0.01%
39,335
-8,060
869
$2.19M 0.01%
37,713
-28,868
870
$2.19M 0.01%
+41,382
871
$2.19M 0.01%
12,856
-10,751
872
$2.19M 0.01%
21,879
+12,222
873
$2.18M 0.01%
20,418
-731
874
$2.18M 0.01%
31,063
+2,929
875
$2.17M 0.01%
20,851
-3,531
33 34
35
36 37