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
2151
$63.2K ﹤0.01%
+10,862
2152
$62.3K ﹤0.01%
34,409
-95
2153
$61.9K ﹤0.01%
+10,334
2154
$61.6K ﹤0.01%
2,039
-911
2155
$61.4K ﹤0.01%
11,288
-1,458
2156
$60.8K ﹤0.01%
20,557
-18,000
2157
$60K ﹤0.01%
12,374
-1,600
2158
$59.8K ﹤0.01%
2,112
-3,157
2159
$59.5K ﹤0.01%
14,295
-2,392
2160
$58.8K ﹤0.01%
18,726
-73,432
2161
$58.2K ﹤0.01%
4,748
+6
2162
$57.9K ﹤0.01%
+12,324
2163
$57.3K ﹤0.01%
+17,039
2164
$57.2K ﹤0.01%
+10,630
2165
$56.5K ﹤0.01%
51,336
-98,976
2166
$56.3K ﹤0.01%
22,715
2167
$56K ﹤0.01%
36,618
+7,282
2168
$55.3K ﹤0.01%
+10,789
2169
$54.9K ﹤0.01%
+10,768
2170
$52.5K ﹤0.01%
16,016
-790
2171
$51.4K ﹤0.01%
+19,245
2172
$48.6K ﹤0.01%
17,114
+2,695
2173
$48.2K ﹤0.01%
11,711
-52,232
2174
$47.2K ﹤0.01%
+10,623
2175
$46.2K ﹤0.01%
117,371
85 86
87
88 89