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
$2.43B
AUM Growth
+$621M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$24.4M
3
+$21.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.8M
5
AMZN icon
Amazon
AMZN
+$16.5M

Top Sells

1
+$16.5M
2
+$7.76M
3
+$7.34M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$5.69M
5
DELL icon
Dell
DELL
+$4.94M

Sector Composition

1 Technology 21.1%
2 Industrials 16.01%
3 Healthcare 9.99%
4 Financials 9.49%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.86M 0.08%
21,756
-7,611
177
$1.86M 0.08%
15,959
+432
178
$1.84M 0.08%
8,910
+4,527
179
$1.82M 0.08%
75,045
-48,840
180
$1.82M 0.08%
8,402
+1,708
181
$1.8M 0.07%
50,386
+1,732
182
$1.8M 0.07%
34,681
+15,223
183
$1.77M 0.07%
193,402
+31,302
184
$1.77M 0.07%
11,952
+3,956
185
$1.77M 0.07%
+19,074
186
$1.74M 0.07%
+20,920
187
$1.73M 0.07%
30,023
-5,929
188
$1.72M 0.07%
14,560
-1,728
189
$1.68M 0.07%
12,695
+2,057
190
$1.66M 0.07%
53,910
+46,545
191
$1.65M 0.07%
+14,787
192
$1.65M 0.07%
32,959
+5,212
193
$1.63M 0.07%
5,176
+2,003
194
$1.61M 0.07%
+28,581
195
$1.61M 0.07%
10,441
-1,161
196
$1.59M 0.07%
15,439
-1,171
197
$1.59M 0.07%
10,211
-247
198
$1.58M 0.06%
17,284
+9,706
199
$1.57M 0.06%
9,228
+100
200
$1.53M 0.06%
13,908
+3,302
6 7
8
9 10