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
351
$399K 0.02%
7,092
-7,092
352
$394K 0.02%
3,334
+63
353
$391K 0.02%
7,200
354
$387K 0.02%
18,785
-6,699
355
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19,769
356
$383K 0.02%
5,772
357
$382K 0.02%
9,718
+24
358
$374K 0.02%
+7,251
359
$373K 0.02%
2,533
+465
360
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5,495
+238
361
$367K 0.02%
8,918
+1,041
362
$366K 0.02%
2,574
+384
363
$357K 0.02%
1,964
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364
$356K 0.02%
9,485
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365
$356K 0.02%
11,269
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366
$356K 0.02%
6,849
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367
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368
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5,800
-3,492
369
$352K 0.02%
4,219
-2,317
370
$352K 0.02%
3,114
+147
371
$350K 0.02%
+9,205
372
$347K 0.02%
5,516
+282
373
$347K 0.02%
12,399
+2,583
374
$345K 0.02%
12,990
+585
375
$343K 0.02%
8,700
-8,500
13 14
15
16 17