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
2176
$45.7K ﹤0.01%
27,501
-67,804
2177
$41.9K ﹤0.01%
+1,806
2178
$41.2K ﹤0.01%
13,522
-19,119
2179
$40.8K ﹤0.01%
+10,000
2180
$37.8K ﹤0.01%
22,512
2181
$37.7K ﹤0.01%
17,002
-2,819
2182
$33.1K ﹤0.01%
827
2183
$32.2K ﹤0.01%
+1,318
2184
$31.9K ﹤0.01%
14,233
-27,416
2185
$31.2K ﹤0.01%
+1,394
2186
$29.2K ﹤0.01%
20,585
-29,128
2187
$25.5K ﹤0.01%
15,468
-5,377
2188
$23.4K ﹤0.01%
+15,216
2189
$23.2K ﹤0.01%
14,500
-1,805
2190
$21.8K ﹤0.01%
13,116
-382
2191
$21.7K ﹤0.01%
31,272
2192
$21K ﹤0.01%
21,002
-5,034
2193
$19.3K ﹤0.01%
13,586
+1,485
2194
$18.7K ﹤0.01%
+11,406
2195
$17.4K ﹤0.01%
+11,991
2196
$17.1K ﹤0.01%
1,665
-553
2197
$16.3K ﹤0.01%
+736
2198
$16K ﹤0.01%
+18,100
2199
$15.9K ﹤0.01%
829
-2,928
2200
$15.2K ﹤0.01%
12,812
-500
86 87
88
89 90