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
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$78.2M
3
+$72.7M
4
CVS icon
CVS Health
CVS
+$61.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$59.2M

Top Sells

1
+$740M
2
+$562M
3
+$314M
4
VUG icon
Vanguard Growth ETF
VUG
+$282M
5
DIS icon
Walt Disney
DIS
+$281M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$160K ﹤0.01%
+31,021
952
$156K ﹤0.01%
25,150
+14,702
953
$153K ﹤0.01%
+13,557
954
$153K ﹤0.01%
+10,000
955
$151K ﹤0.01%
2,778
956
$148K ﹤0.01%
+15,895
957
$147K ﹤0.01%
16,287
+1,446
958
$143K ﹤0.01%
+536
959
$143K ﹤0.01%
+10,422
960
$141K ﹤0.01%
+42,862
961
$140K ﹤0.01%
+16,719
962
$139K ﹤0.01%
+13,539
963
$136K ﹤0.01%
+12,406
964
$131K ﹤0.01%
+15,821
965
$127K ﹤0.01%
10,000
966
$127K ﹤0.01%
+11,930
967
$126K ﹤0.01%
+31,477
968
$126K ﹤0.01%
+40
969
$125K ﹤0.01%
+12,937
970
$124K ﹤0.01%
+11,075
971
$122K ﹤0.01%
30,986
+576
972
$122K ﹤0.01%
10,532
973
$115K ﹤0.01%
+19,978
974
$112K ﹤0.01%
+10,697
975
$110K ﹤0.01%
+23,587
37 38
39
40 41