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
376
$410K 0.03%
9,544
-2,407
377
$407K 0.03%
2,335
+301
378
$406K 0.03%
2,574
-427
379
$403K 0.03%
+3,368
380
$400K 0.03%
6,571
-54
381
$399K 0.03%
4,826
+1,102
382
$397K 0.03%
172
+39
383
$397K 0.03%
10,149
+3,835
384
$395K 0.03%
4,119
+655
385
$395K 0.03%
20,200
386
$388K 0.03%
5,146
+609
387
$388K 0.03%
15,018
388
$387K 0.03%
4,193
389
$385K 0.03%
44,247
+738
390
$380K 0.03%
7,806
+966
391
$377K 0.03%
19,956
+40
392
$377K 0.03%
23,520
-97,590
393
$375K 0.03%
3,212
+98
394
$373K 0.03%
12,974
+1,117
395
$366K 0.02%
+2,509
396
$365K 0.02%
6,508
397
$356K 0.02%
11,678
-663
398
$355K 0.02%
14,300
399
$355K 0.02%
19,871
+1,144
400
$352K 0.02%
8,128
-4,753
14 15
16
17 18