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
$1.49B
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$63.7M
2
+$41.9M
3
+$32.5M
4
NTRS icon
Northern Trust
NTRS
+$22.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.3M

Top Sells

1
+$4.74M
2
+$4.11M
3
+$3.29M
4
CAT icon
Caterpillar
CAT
+$2.76M
5
SBUX icon
Starbucks
SBUX
+$1.98M

Sector Composition

1 Technology 13.91%
2 Industrials 12.12%
3 Financials 10.41%
4 Healthcare 8.8%
5 Communication Services 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.41M 0.3%
34,172
+353
77
$4.37M 0.29%
22,425
+1,205
78
$4.28M 0.29%
76,185
+8,507
79
$4.23M 0.28%
+179,811
80
$4.21M 0.28%
63,045
-2,421
81
$4.19M 0.28%
12,996
+1,291
82
$4.17M 0.28%
95,166
83
$4.16M 0.28%
503,442
+1,600
84
$4.13M 0.28%
45,520
+6,800
85
$4.05M 0.27%
102,378
+12,105
86
$4.04M 0.27%
80,015
+4,504
87
$4.03M 0.27%
30,690
+33
88
$4.01M 0.27%
18,227
+3,227
89
$3.95M 0.26%
36,341
+3,357
90
$3.94M 0.26%
28,497
-517
91
$3.94M 0.26%
42,706
+5,778
92
$3.85M 0.26%
65,281
+4,053
93
$3.79M 0.25%
318,391
+1,928
94
$3.71M 0.25%
171,892
+26,052
95
$3.69M 0.25%
49,712
+6,650
96
$3.64M 0.24%
96,552
+1,000
97
$3.63M 0.24%
86,416
+8,276
98
$3.57M 0.24%
79,039
+7,952
99
$3.52M 0.24%
25,348
+723
100
$3.47M 0.23%
52,927
-2,517
2 3
4
5 6