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
$1.49B
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.26M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
FDX icon
FedEx
FDX
+$2.83M

Top Sells

1
+$29.5M
2
+$3.81M
3
+$2.15M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$1.85M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.71M

Sector Composition

1 Industrials 14.3%
2 Technology 13.87%
3 Financials 11.69%
4 Healthcare 9.58%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.07%
16,850
-3,821
227
$1.09M 0.07%
28,878
-10,270
228
$1.08M 0.07%
26,916
-1,370
229
$1.08M 0.07%
17,631
+5,866
230
$1.07M 0.07%
33,600
-1,200
231
$1.05M 0.07%
31,800
232
$1.05M 0.07%
18,929
+8
233
$1.05M 0.07%
15,384
+3,020
234
$1.03M 0.07%
5,054
+156
235
$1.03M 0.07%
13,760
-37
236
$1.03M 0.07%
11,072
+3,270
237
$1.02M 0.07%
15,495
+10,741
238
$1.02M 0.07%
162,826
+2,016
239
$992K 0.07%
9,807
-21
240
$987K 0.07%
25,229
-18,590
241
$954K 0.06%
11,298
+4,726
242
$951K 0.06%
23,976
+7,507
243
$951K 0.06%
6,929
-40
244
$950K 0.06%
21,870
+2,606
245
$928K 0.06%
20,530
246
$919K 0.06%
26,960
-6,968
247
$917K 0.06%
12,653
-19
248
$916K 0.06%
10,703
249
$911K 0.06%
17,813
-724
250
$905K 0.06%
9,852
+30
8 9
10
11 12