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
$1.59B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$10.3M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$9.96M
5
PFE icon
Pfizer
PFE
+$7.16M

Top Sells

1
+$12.5M
2
+$9.74M
3
+$6.6M
4
SBUX icon
Starbucks
SBUX
+$6.08M
5
QCOM icon
Qualcomm
QCOM
+$6.06M

Sector Composition

1 Technology 14.6%
2 Industrials 11.52%
3 Communication Services 9.62%
4 Healthcare 9.42%
5 Financials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.16M 0.33%
14,556
77
$5.13M 0.32%
162,423
-6,056
78
$5.03M 0.32%
20,617
-2,797
79
$4.84M 0.31%
112,806
+2,096
80
$4.8M 0.3%
+59,518
81
$4.68M 0.29%
91,179
-2,917
82
$4.66M 0.29%
30,474
-324
83
$4.64M 0.29%
639,395
-7,075
84
$4.6M 0.29%
+178,819
85
$4.59M 0.29%
102,476
+1,496
86
$4.59M 0.29%
107,978
+6,679
87
$4.57M 0.29%
23,209
+9,797
88
$4.5M 0.28%
116,501
-8,651
89
$4.5M 0.28%
57,327
-4,341
90
$4.5M 0.28%
70,429
-2,860
91
$4.44M 0.28%
65,721
+27,856
92
$4.4M 0.28%
65,909
+22,117
93
$4.36M 0.27%
96,697
-21,427
94
$4.22M 0.27%
60,872
+67
95
$3.93M 0.25%
24,112
+5,208
96
$3.82M 0.24%
12,961
-12,604
97
$3.81M 0.24%
21,793
-5,330
98
$3.79M 0.24%
124,535
+40,273
99
$3.69M 0.23%
42,281
+37,495
100
$3.64M 0.23%
35,913
+324
2 3
4
5 6