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
376
$1.5M 0.02%
6,025
+445
377
$1.49M 0.02%
9,980
+8,744
378
$1.49M 0.02%
19,800
+15,518
379
$1.45M 0.02%
6,769
-876
380
$1.43M 0.02%
6,676
+1,572
381
$1.43M 0.02%
14,699
+2,530
382
$1.42M 0.02%
21,166
383
$1.41M 0.02%
10,954
+1,509
384
$1.4M 0.02%
11,680
-13,364
385
$1.39M 0.02%
35,138
+7,438
386
$1.39M 0.02%
23,533
+9,380
387
$1.39M 0.02%
4,524
+1,843
388
$1.37M 0.02%
26,573
-877
389
$1.37M 0.02%
50,299
-1,747
390
$1.37M 0.02%
13,491
-4,684
391
$1.36M 0.02%
52,450
+11,550
392
$1.35M 0.02%
5,961
+314
393
$1.35M 0.02%
418,223
394
$1.34M 0.02%
13,317
+933
395
$1.33M 0.02%
2,103
-1,157
396
$1.31M 0.02%
26,705
-4,279
397
$1.31M 0.02%
13,114
-733
398
$1.31M 0.02%
11,437
-503
399
$1.3M 0.02%
25,489
+17,689
400
$1.3M 0.02%
8,200
14 15
16
17 18