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
$1.7B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$16.2M
3
+$10.7M
4
VTV icon
Vanguard Value ETF
VTV
+$6.63M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.35M

Top Sells

1
+$5.46M
2
+$4.16M
3
+$1.83M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.69M
5
INTC icon
Intel
INTC
+$1.66M

Sector Composition

1 Technology 14.66%
2 Industrials 12.61%
3 Communication Services 9.61%
4 Healthcare 9.4%
5 Financials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.23M 0.07%
7,965
+1,816
227
$1.23M 0.07%
17,968
+114
228
$1.22M 0.07%
7,890
+1,914
229
$1.22M 0.07%
8,051
-872
230
$1.21M 0.07%
45,010
-1,670
231
$1.2M 0.07%
75,000
232
$1.19M 0.07%
6,002
-775
233
$1.19M 0.07%
+27,785
234
$1.17M 0.07%
+35,000
235
$1.12M 0.07%
11,003
+1,500
236
$1.12M 0.07%
4,565
-80
237
$1.1M 0.06%
253,400
+56,160
238
$1.1M 0.06%
49,406
239
$1.1M 0.06%
15,332
-13,970
240
$1.09M 0.06%
24,506
+8,681
241
$1.07M 0.06%
8,978
-421
242
$1.07M 0.06%
19,416
-1,529
243
$1.07M 0.06%
19,914
+597
244
$1.07M 0.06%
11,944
-318
245
$1.06M 0.06%
27,263
-1,207
246
$1.06M 0.06%
+9,764
247
$1.05M 0.06%
65,565
-600
248
$1M 0.06%
16,344
-158
249
$1M 0.06%
8,063
+516
250
$1M 0.06%
2,805
+151
8 9
10
11 12