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
401
$221K 0.02%
+1,819
402
$220K 0.02%
+2,427
403
$219K 0.02%
+13,000
404
$217K 0.02%
+4,544
405
$216K 0.02%
+1,576
406
$213K 0.02%
+3,066
407
$212K 0.02%
+1,784
408
$212K 0.02%
+1,597
409
$210K 0.02%
+1,780
410
$210K 0.02%
+12,465
411
$207K 0.02%
+4,153
412
$204K 0.02%
+3,700
413
$204K 0.02%
+2,574
414
$203K 0.02%
+2,930
415
$201K 0.02%
+11,852
416
$194K 0.02%
+10,000
417
$192K 0.02%
+22,622
418
$178K 0.01%
+105,000
419
$166K 0.01%
+25,399
420
$163K 0.01%
+71,821
421
$142K 0.01%
+18,644
422
$127K 0.01%
+11,923
423
$116K 0.01%
+18,243
424
$110K 0.01%
+55,500
425
$98K 0.01%
+12,000
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