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
$45.2B
AUM Growth
+$8.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$259M
3
+$198M
4
NVDA icon
NVIDIA
NVDA
+$189M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$136M

Top Sells

1
+$66.4M
2
+$30.1M
3
+$26.3M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$22.1M
5
AMK
AssetMark Financial Holdings, Inc.
AMK
+$20.9M

Sector Composition

1 Technology 16.23%
2 Financials 7.54%
3 Healthcare 7.44%
4 Consumer Staples 5.34%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$312K ﹤0.01%
29,508
2027
$312K ﹤0.01%
10,483
+167
2028
$312K ﹤0.01%
25,275
+10,153
2029
$312K ﹤0.01%
2,338
+144
2030
$312K ﹤0.01%
+12,161
2031
$311K ﹤0.01%
+5,348
2032
$311K ﹤0.01%
+2,390
2033
$311K ﹤0.01%
+3,222
2034
$311K ﹤0.01%
+12,204
2035
$310K ﹤0.01%
+5,768
2036
$310K ﹤0.01%
+3,041
2037
$310K ﹤0.01%
+12,094
2038
$310K ﹤0.01%
11,091
+3,424
2039
$310K ﹤0.01%
+13,721
2040
$310K ﹤0.01%
6,161
+1,982
2041
$309K ﹤0.01%
21,940
+5,297
2042
$309K ﹤0.01%
1,091
+203
2043
$308K ﹤0.01%
8,847
-1,159
2044
$308K ﹤0.01%
+11,550
2045
$308K ﹤0.01%
+13,662
2046
$308K ﹤0.01%
9,045
+2,072
2047
$307K ﹤0.01%
+6,675
2048
$307K ﹤0.01%
+7,929
2049
$306K ﹤0.01%
24,000
2050
$306K ﹤0.01%
7,652
+2,850
80 81
82
83 84