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
176
$1.67M 0.11%
28,204
-16,932
177
$1.65M 0.1%
12,093
+10,143
178
$1.65M 0.1%
8,047
-6,871
179
$1.63M 0.1%
25,852
-20,256
180
$1.6M 0.1%
14,476
+300
181
$1.59M 0.1%
19,129
-812
182
$1.53M 0.1%
10,269
-3,216
183
$1.53M 0.1%
41,363
-7,849
184
$1.53M 0.1%
11,706
-5,786
185
$1.52M 0.1%
11,713
+1
186
$1.5M 0.09%
+16,806
187
$1.5M 0.09%
+27,593
188
$1.46M 0.09%
+28,440
189
$1.45M 0.09%
4,634
+85
190
$1.44M 0.09%
45,240
+884
191
$1.44M 0.09%
+18,844
192
$1.43M 0.09%
8,427
-3,153
193
$1.43M 0.09%
8,563
-41
194
$1.41M 0.09%
18,543
-79,668
195
$1.36M 0.09%
9,227
-16,186
196
$1.34M 0.08%
8,923
-864
197
$1.34M 0.08%
6,777
-2,702
198
$1.33M 0.08%
27,556
+210
199
$1.33M 0.08%
14,581
-927
200
$1.33M 0.08%
11,606
-337
6 7
8
9 10