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
$1.81B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$9.12M
3
+$5.19M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.91M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.88M

Top Sells

1
+$49.1M
2
+$10.2M
3
+$8.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.76M

Sector Composition

1 Technology 18.96%
2 Industrials 17.26%
3 Financials 8.81%
4 Healthcare 7.81%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$656K 0.04%
+11,829
252
$652K 0.04%
43,832
-35,024
253
$640K 0.04%
4,287
-1,721
254
$637K 0.04%
12,025
-1,497
255
$636K 0.04%
11,356
256
$628K 0.03%
+14,944
257
$625K 0.03%
9,468
+731
258
$601K 0.03%
4,549
-15,449
259
$597K 0.03%
4,220
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260
$591K 0.03%
32,753
+16,745
261
$590K 0.03%
2,379
262
$589K 0.03%
10,367
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263
$589K 0.03%
17,455
+4,788
264
$579K 0.03%
17,012
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265
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266
$564K 0.03%
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267
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38,038
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268
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4,350
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269
$557K 0.03%
6,897
270
$553K 0.03%
1,251
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271
$551K 0.03%
2,761
+832
272
$550K 0.03%
3,549
+9
273
$548K 0.03%
1,525
+26
274
$543K 0.03%
999
-8
275
$528K 0.03%
2,816
-1,828
9 10
11
12 13