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
$1.81B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$9.12M
3
+$5.19M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.91M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.88M

Top Sells

1
+$49.1M
2
+$10.2M
3
+$8.46M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.32M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.76M

Sector Composition

1 Technology 18.96%
2 Industrials 17.26%
3 Financials 8.81%
4 Healthcare 7.81%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$254K 0.01%
2,894
+57
377
$253K 0.01%
3,054
-14,899
378
$248K 0.01%
7,516
-2,645
379
$245K 0.01%
+1,573
380
$242K 0.01%
+9,565
381
$242K 0.01%
7,511
-35,035
382
$241K 0.01%
+10,377
383
$241K 0.01%
+3,475
384
$240K 0.01%
+3,600
385
$240K 0.01%
+1,681
386
$239K 0.01%
+5,379
387
$239K 0.01%
18,555
-38,298
388
$239K 0.01%
3,924
-959
389
$236K 0.01%
1,815
-40
390
$236K 0.01%
3,544
-36,655
391
$234K 0.01%
+4,051
392
$233K 0.01%
+200
393
$233K 0.01%
14,599
-3,501
394
$232K 0.01%
2,904
-67,271
395
$232K 0.01%
9,583
-55,324
396
$231K 0.01%
+4,783
397
$228K 0.01%
+1,072
398
$228K 0.01%
12,250
399
$226K 0.01%
+3,301
400
$225K 0.01%
11,693
+1,005
14 15
16
17 18