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
376
$337K 0.02%
5,867
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377
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11,998
-720
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379
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380
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381
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382
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383
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384
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7,870
385
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386
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387
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3,189
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393
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398
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399
$290K 0.02%
12,561
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400
$290K 0.02%
3,355
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14 15
16
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