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
376
$248K 0.02%
+7,011
377
$248K 0.02%
+3,845
378
$246K 0.02%
+5,370
379
$246K 0.02%
+3,801
380
$246K 0.02%
+3,468
381
$242K 0.02%
+4,533
382
$239K 0.02%
+2,583
383
$239K 0.02%
+8,986
384
$238K 0.02%
+1,824
385
$237K 0.02%
+24,888
386
$234K 0.02%
+1,755
387
$234K 0.02%
+4,441
388
$233K 0.02%
+4,792
389
$232K 0.02%
+13,036
390
$231K 0.02%
+4,296
391
$230K 0.02%
+13,564
392
$229K 0.02%
+26,276
393
$229K 0.02%
+1,748
394
$229K 0.02%
+8,225
395
$229K 0.02%
+15,448
396
$228K 0.02%
+5,813
397
$225K 0.02%
+5,040
398
$225K 0.02%
+1,390
399
$221K 0.02%
+53,585
400
$221K 0.02%
+2,773
14 15
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