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
401
$350K 0.02%
2,012
-73
402
$349K 0.02%
3,708
-1,148
403
$349K 0.02%
8,225
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404
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405
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+7,201
406
$343K 0.02%
11,293
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407
$341K 0.02%
1,533
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408
$341K 0.02%
8,085
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409
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410
$341K 0.02%
9,200
411
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7,036
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412
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13,460
413
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414
$334K 0.02%
14,331
-2,942
415
$333K 0.02%
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416
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417
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6,087
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420
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421
$327K 0.02%
50,411
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422
$327K 0.02%
5,604
423
$326K 0.02%
2,511
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424
$326K 0.02%
7,267
+160
425
$324K 0.02%
43,183
+238
15 16
17
18 19