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
$6.44B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$47M
3
+$38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36M
5
UNH icon
UnitedHealth
UNH
+$35M

Top Sells

1
+$44.9M
2
+$35.1M
3
+$18.3M
4
XPND icon
First Trust Expanded Technology ETF
XPND
+$17.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.6M

Sector Composition

1 Technology 14.93%
2 Financials 8.94%
3 Healthcare 8.07%
4 Industrials 7.57%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.72M 0.03%
7,940
+966
352
$1.72M 0.03%
+54,058
353
$1.71M 0.03%
6,268
+5,534
354
$1.71M 0.03%
65,016
+6,624
355
$1.7M 0.03%
3,807
-245
356
$1.69M 0.03%
46,651
-441
357
$1.69M 0.03%
69,140
-460
358
$1.68M 0.03%
49,165
+2,679
359
$1.66M 0.03%
+34,005
360
$1.66M 0.03%
12,618
+10,548
361
$1.65M 0.03%
30,154
+1,024
362
$1.63M 0.03%
35,025
+9,575
363
$1.63M 0.03%
11,655
+11,345
364
$1.63M 0.03%
12,511
+9,025
365
$1.63M 0.03%
24,628
+638
366
$1.59M 0.02%
11,617
+9,025
367
$1.59M 0.02%
8
368
$1.58M 0.02%
18,628
+3,525
369
$1.58M 0.02%
12,357
370
$1.58M 0.02%
18,105
-21,907
371
$1.58M 0.02%
14,470
+10,370
372
$1.57M 0.02%
2,412
+63
373
$1.56M 0.02%
15,630
+6,082
374
$1.53M 0.02%
22,660
-5,580
375
$1.5M 0.02%
12,731
+8,162
13 14
15
16 17