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
326
$474K 0.03%
3,286
+68
327
$466K 0.03%
8,881
+228
328
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18,463
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329
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330
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331
$453K 0.03%
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332
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333
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334
$428K 0.03%
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335
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336
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5,753
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337
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338
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339
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144,610
-12,602
340
$417K 0.02%
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341
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343
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344
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+1,365
345
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346
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11,831
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347
$406K 0.02%
912
-138
348
$401K 0.02%
+7,321
349
$400K 0.02%
8,137
-222
350
$400K 0.02%
+20,089
12 13
14
15 16