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
901
$2.07M 0.01%
13,100
-3,700
902
$2.06M 0.01%
17,997
-655
903
$2.06M 0.01%
18,450
-1,798
904
$2.06M 0.01%
103,565
-2,478
905
$2.05M 0.01%
16,612
-1,596
906
$2.05M 0.01%
36,860
+89
907
$2.04M 0.01%
11,466
-5,550
908
$2.04M 0.01%
10,326
-80
909
$2.02M 0.01%
59,870
-2,447
910
$2.02M 0.01%
35,417
+5,039
911
$2.01M 0.01%
80,274
+5,548
912
$2M 0.01%
33,464
-4,600
913
$1.97M 0.01%
82,746
-1,754
914
$1.97M 0.01%
51,412
+10,350
915
$1.96M 0.01%
17,842
-2,250
916
$1.96M 0.01%
23,386
+14,812
917
$1.95M 0.01%
20,662
+10
918
$1.95M 0.01%
45,207
+500
919
$1.95M 0.01%
106,991
-22,395
920
$1.94M 0.01%
35,645
+398
921
$1.94M 0.01%
30,037
-5,532
922
$1.94M 0.01%
457,597
-159,696
923
$1.93M 0.01%
111,073
+2,978
924
$1.92M 0.01%
18,806
-439
925
$1.92M 0.01%
4,856
35 36
37
38 39