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
101
$3.37M 0.23%
38,623
+4,676
102
$3.3M 0.22%
71,636
-2,061
103
$3.27M 0.22%
48,876
+4,510
104
$3.26M 0.22%
12,595
-1,327
105
$3.24M 0.22%
78,456
+73,281
106
$3.23M 0.22%
71,976
107
$3.22M 0.22%
40,799
-1,595
108
$3.17M 0.21%
49,486
-26,787
109
$3.14M 0.21%
33,217
-182
110
$3.13M 0.21%
149,783
-7,900
111
$3.1M 0.21%
36,177
+525
112
$3.03M 0.2%
15,941
+5,580
113
$3.03M 0.2%
48,379
+2,023
114
$2.98M 0.2%
48,985
-9,807
115
$2.97M 0.2%
38,631
+856
116
$2.96M 0.2%
18,737
+5,016
117
$2.93M 0.2%
15,584
+3,349
118
$2.92M 0.2%
49,807
+6,667
119
$2.92M 0.2%
19,508
+2,590
120
$2.88M 0.19%
67,519
+662
121
$2.88M 0.19%
16,206
+2,829
122
$2.8M 0.19%
30,342
+2,023
123
$2.79M 0.19%
61,907
+3,065
124
$2.76M 0.19%
+68,958
125
$2.76M 0.18%
60,369
+3,972
3 4
5
6 7