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
301
$568K 0.03%
9,962
+2,276
302
$560K 0.03%
24,220
+1,150
303
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34,548
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304
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305
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306
$544K 0.03%
460
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307
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55,977
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308
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50,848
-11,912
309
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310
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21,877
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311
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22,080
-17,080
312
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313
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10,955
314
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11,081
-7,268
315
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316
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320
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428
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321
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322
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31,439
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323
$502K 0.03%
4,078
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324
$494K 0.03%
3,098
+137
325
$476K 0.03%
+4,076
11 12
13
14 15