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
301
$364K 0.03%
+19,585
302
$362K 0.03%
+3,010
303
$352K 0.03%
+167
304
$351K 0.03%
+7,441
305
$351K 0.03%
+2,450
306
$348K 0.03%
+11,776
307
$345K 0.03%
+4,440
308
$345K 0.03%
+3,915
309
$339K 0.03%
+15,104
310
$338K 0.03%
4,352
+1,363
311
$338K 0.03%
+5,717
312
$338K 0.03%
+2,989
313
$338K 0.03%
+6,800
314
$332K 0.03%
+14,265
315
$330K 0.03%
+4,072
316
$327K 0.03%
+7,231
317
$326K 0.03%
+12,318
318
$325K 0.03%
+14,300
319
$325K 0.03%
+3,126
320
$325K 0.03%
+19,823
321
$322K 0.03%
+20,500
322
$320K 0.03%
+4,370
323
$318K 0.03%
+3,808
324
$315K 0.03%
+3,639
325
$315K 0.03%
+1,201
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