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
$36.9B
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,447
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$101M
3
+$89.1M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$81.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$72.4M

Top Sells

1
+$968M
2
+$113M
3
+$89.5M
4
AAPL icon
Apple
AAPL
+$78.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$66.8M

Sector Composition

1 Technology 16.32%
2 Financials 7.53%
3 Healthcare 7.45%
4 Consumer Staples 5.64%
5 Consumer Discretionary 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$201K ﹤0.01%
13,488
-3,677
2027
$201K ﹤0.01%
16,429
-2,347
2028
$200K ﹤0.01%
+2,187
2029
$200K ﹤0.01%
+8,048
2030
$195K ﹤0.01%
26,868
-3,437
2031
$194K ﹤0.01%
31,102
2032
$194K ﹤0.01%
10,425
-142
2033
$192K ﹤0.01%
31,939
+11,732
2034
$192K ﹤0.01%
10,145
-5,221
2035
$192K ﹤0.01%
+14,871
2036
$191K ﹤0.01%
13,158
-5,745
2037
$191K ﹤0.01%
4,179
-179
2038
$189K ﹤0.01%
+12,071
2039
$184K ﹤0.01%
62,884
-3,831
2040
$183K ﹤0.01%
4,033
+1,323
2041
$182K ﹤0.01%
10,965
+51
2042
$181K ﹤0.01%
+17,199
2043
$180K ﹤0.01%
11,499
-8,855
2044
$178K ﹤0.01%
+10,377
2045
$177K ﹤0.01%
10,700
+69
2046
$177K ﹤0.01%
23,211
-4,394
2047
$176K ﹤0.01%
12,505
-19,009
2048
$173K ﹤0.01%
19,978
2049
$173K ﹤0.01%
26,413
-3,565
2050
$173K ﹤0.01%
23,476
+9,466
80 81
82
83 84