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
126
$2.73M 0.18%
14,474
+92
127
$2.71M 0.18%
52,068
+338
128
$2.7M 0.18%
12,399
+160
129
$2.62M 0.18%
26,888
-723
130
$2.59M 0.17%
43,317
-1,555
131
$2.57M 0.17%
34,162
+6,232
132
$2.52M 0.17%
104,106
-19,861
133
$2.51M 0.17%
132,944
+133
134
$2.51M 0.17%
57,808
+5,500
135
$2.51M 0.17%
82,119
-5,164
136
$2.48M 0.17%
21,728
+3,002
137
$2.42M 0.16%
35,196
-470
138
$2.39M 0.16%
39,300
139
$2.38M 0.16%
71,715
+6,265
140
$2.36M 0.16%
8,841
+1,202
141
$2.32M 0.16%
19,400
142
$2.31M 0.15%
15,506
-573
143
$2.31M 0.15%
67,889
+14,642
144
$2.25M 0.15%
72,636
+9,261
145
$2.25M 0.15%
23,375
+199
146
$2.21M 0.15%
52,749
+7,749
147
$2.18M 0.15%
20,046
+1,697
148
$2.17M 0.15%
23,902
+2,301
149
$2.16M 0.14%
19,904
-37,775
150
$2.14M 0.14%
53,444
+1,585
4 5
6
7 8