Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$158M
2
+$97.7M
3
+$88.5M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$81M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$69.7M

Top Sells

1
+$1.07B
2
+$113M
3
+$84.5M
4
AAPL icon
Apple
AAPL
+$69.4M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$66.3M

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
2301
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2302
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2303
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2304
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2305
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2306
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2307
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2308
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2309
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-2,010
2310
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2311
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2312
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2313
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-8,784
2314
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2315
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2316
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2317
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2318
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2319
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-158,857
2320
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2321
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2322
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2323
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-3,756
2324
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-12,992
2325
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-7,012
91 92
93
94 95