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
2451
$69.7K ﹤0.01%
23,643
2452
$69.3K ﹤0.01%
11,546
+258
2453
$69K ﹤0.01%
12,269
-4
2454
$68.7K ﹤0.01%
11,844
-1,581
2455
$68.2K ﹤0.01%
+24,264
2456
$68.1K ﹤0.01%
+32,875
2457
$67.9K ﹤0.01%
31,017
2458
$67.9K ﹤0.01%
10,442
+364
2459
$66.8K ﹤0.01%
+19,597
2460
$66.7K ﹤0.01%
19,333
2461
$66.6K ﹤0.01%
+11,889
2462
$65.2K ﹤0.01%
14,177
+3,554
2463
$64.3K ﹤0.01%
67,921
+17,151
2464
$63.3K ﹤0.01%
+22,459
2465
$62.5K ﹤0.01%
26,022
-9,046
2466
$62.4K ﹤0.01%
+22,845
2467
$60.5K ﹤0.01%
+11,655
2468
$59.3K ﹤0.01%
24,820
-10,160
2469
$59.3K ﹤0.01%
22,715
2470
$58.3K ﹤0.01%
16,341
-1,007,296
2471
$57K ﹤0.01%
16,288
+272
2472
$56.8K ﹤0.01%
+32,631
2473
$56.4K ﹤0.01%
10,345
-3,442
2474
$56.1K ﹤0.01%
34,409
2475
$53.6K ﹤0.01%
16,449
97 98
99
100 101