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
876
$2.16M 0.01%
21,866
-2,215
877
$2.15M 0.01%
31,532
-1,716
878
$2.15M 0.01%
113,532
-157,485
879
$2.14M 0.01%
15,479
+7,105
880
$2.14M 0.01%
31,218
-1,656
881
$2.14M 0.01%
24,101
-1,799
882
$2.12M 0.01%
9,732
-1,947
883
$2.12M 0.01%
10,317
-1,306
884
$2.12M 0.01%
204,130
-65,774
885
$2.11M 0.01%
28,271
+120
886
$2.11M 0.01%
148,621
-447,823
887
$2.11M 0.01%
15,881
+1,737
888
$2.1M 0.01%
453,475
-155,766
889
$2.1M 0.01%
26,761
-1,045
890
$2.1M 0.01%
8,399
+786
891
$2.09M 0.01%
110,616
-6,128
892
$2.09M 0.01%
+102,673
893
$2.09M 0.01%
11,292
-230
894
$2.09M 0.01%
32,660
-2,262
895
$2.08M 0.01%
30,473
+4,628
896
$2.08M 0.01%
39,255
+5,321
897
$2.08M 0.01%
14,869
-2,368
898
$2.08M 0.01%
51,549
-5,843
899
$2.07M 0.01%
39,007
+924
900
$2.07M 0.01%
14,811
-1,307
34 35
36
37 38