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
$25.5B
AUM Growth
-$15.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,018
New
Increased
Reduced
Closed

Top Sells

1 +$2.34B
2 +$193M
3 +$68.9M
4
BJUN icon
Innovator US Equity Buffer ETF June
BJUN
+$68.1M
5
EXP icon
Eagle Materials
EXP
+$64.6M

Sector Composition

1 Technology 13.74%
2 Financials 7.97%
3 Healthcare 7.49%
4 Industrials 5.13%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$39.4K ﹤0.01%
10,000
1577
$38.5K ﹤0.01%
6,739
+4,031
1578
$38.2K ﹤0.01%
10,000
1579
$37.4K ﹤0.01%
13,713
1580
$36.9K ﹤0.01%
+10,000
1581
$36.1K ﹤0.01%
14,200
+3,854
1582
$34.5K ﹤0.01%
451
+178
1583
$28.2K ﹤0.01%
57,206
1584
$26.7K ﹤0.01%
4,000
1585
$26.3K ﹤0.01%
1,829
+553
1586
$24.6K ﹤0.01%
331
-49
1587
$24.3K ﹤0.01%
12,588
1588
$20.3K ﹤0.01%
+1,066
1589
$20K ﹤0.01%
100,000
1590
$19.5K ﹤0.01%
10,221
1591
$19.5K ﹤0.01%
+13,642
1592
$16.8K ﹤0.01%
35,000
1593
$16.3K ﹤0.01%
10,000
1594
$15.4K ﹤0.01%
+610
1595
$14.9K ﹤0.01%
74,590
+706
1596
$14.2K ﹤0.01%
77,388
1597
$14.1K ﹤0.01%
+2,772
1598
$13K ﹤0.01%
1,380
1599
$9.99K ﹤0.01%
1,278
+78
1600
$9.72K ﹤0.01%
600