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
$1.49B
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.26M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
FDX icon
FedEx
FDX
+$2.83M

Top Sells

1
+$29.5M
2
+$3.81M
3
+$2.15M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$1.85M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.71M

Sector Composition

1 Industrials 14.3%
2 Technology 13.87%
3 Financials 11.69%
4 Healthcare 9.58%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$541K 0.04%
55,500
327
$540K 0.04%
+7,209
328
$538K 0.04%
9,103
+873
329
$536K 0.04%
13,170
+4
330
$534K 0.04%
+14,021
331
$528K 0.04%
16,193
-20,275
332
$518K 0.03%
10,794
+3,236
333
$518K 0.03%
5,076
+1,750
334
$515K 0.03%
+193,499
335
$514K 0.03%
7,948
-459
336
$513K 0.03%
49,110
337
$499K 0.03%
7,955
+14
338
$498K 0.03%
10,235
+1,414
339
$498K 0.03%
6,146
+1,173
340
$494K 0.03%
4,092
+33
341
$494K 0.03%
12,500
-5,134
342
$490K 0.03%
5,187
+994
343
$488K 0.03%
+11,533
344
$486K 0.03%
4,342
+695
345
$484K 0.03%
3,781
+119
346
$477K 0.03%
22,780
+1,050
347
$477K 0.03%
+10,000
348
$475K 0.03%
2,798
+110
349
$473K 0.03%
7,730
+1,112
350
$471K 0.03%
4,126
+1,000
12 13
14
15 16