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
251
$519K 0.04%
+57,361
252
$517K 0.04%
+8,317
253
$516K 0.04%
+19,600
254
$516K 0.04%
+9,787
255
$510K 0.04%
+8,108
256
$510K 0.04%
+18,000
257
$509K 0.04%
+16,831
258
$500K 0.04%
+2
259
$497K 0.04%
+1,859
260
$497K 0.04%
+35,480
261
$492K 0.04%
+9,225
262
$486K 0.04%
+5,275
263
$484K 0.04%
+20,200
264
$483K 0.04%
+1,768
265
$483K 0.04%
+23,725
266
$477K 0.04%
+4,126
267
$477K 0.04%
+11,290
268
$475K 0.04%
+14,135
269
$474K 0.04%
+13,250
270
$472K 0.04%
+2,635
271
$450K 0.04%
+4,883
272
$439K 0.04%
+2,647
273
$439K 0.04%
+7,000
274
$434K 0.04%
+10,367
275
$429K 0.04%
+10,083
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