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
326
$315K 0.03%
+6,324
327
$313K 0.03%
+816
328
$312K 0.03%
+30,000
329
$311K 0.03%
+10,629
330
$310K 0.03%
+3,504
331
$307K 0.03%
+4,739
332
$306K 0.03%
+14,800
333
$306K 0.03%
+10,584
334
$302K 0.03%
+7,214
335
$299K 0.03%
+7,617
336
$297K 0.02%
+7,804
337
$296K 0.02%
+3,189
338
$295K 0.02%
+1,242
339
$293K 0.02%
+3,261
340
$290K 0.02%
+7,200
341
$290K 0.02%
+8,400
342
$289K 0.02%
+14,000
343
$289K 0.02%
+2,538
344
$289K 0.02%
+3,556
345
$288K 0.02%
+4,900
346
$288K 0.02%
+6,495
347
$285K 0.02%
+3,515
348
$285K 0.02%
+4,322
349
$283K 0.02%
+4,275
350
$283K 0.02%
+4,509
12 13
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