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
$1.2B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$96M
3
+$40.5M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$36.8M
5
AAPL icon
Apple
AAPL
+$26.7M

Top Sells

1
+$166K
2
+$72.4K
3
+$63.3K
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$54.2K

Sector Composition

1 Communication Services 19.55%
2 Industrials 12.49%
3 Financials 10.11%
4 Healthcare 8.71%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$688K 0.06%
+8,535
227
$685K 0.06%
+5,964
228
$666K 0.06%
+12,416
229
$661K 0.06%
+28,644
230
$656K 0.05%
+23,800
231
$649K 0.05%
+20,194
232
$648K 0.05%
+7,378
233
$646K 0.05%
+35,000
234
$634K 0.05%
+12,600
235
$629K 0.05%
+54,079
236
$627K 0.05%
+6,654
237
$615K 0.05%
+20,700
238
$610K 0.05%
+7,392
239
$588K 0.05%
+4,310
240
$583K 0.05%
+86,495
241
$579K 0.05%
+22,550
242
$577K 0.05%
+8,870
243
$569K 0.05%
+3,037
244
$563K 0.05%
+15,544
245
$550K 0.05%
+22,042
246
$546K 0.05%
+11,569
247
$546K 0.05%
+2,287
248
$523K 0.04%
+6,215
249
$522K 0.04%
+55,500
250
$519K 0.04%
+4,001
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