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
401
$290K 0.02%
1,713
+105
402
$287K 0.02%
8,404
+1,713
403
$284K 0.02%
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5,633
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406
$277K 0.02%
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407
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8,606
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408
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9,671
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409
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410
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411
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412
$265K 0.02%
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413
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414
$262K 0.02%
1,336
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415
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416
$259K 0.02%
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417
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418
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419
$253K 0.01%
21,438
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420
$252K 0.01%
4,529
-6,394
421
$251K 0.01%
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-113
422
$250K 0.01%
+12,340
423
$248K 0.01%
4,597
+61
424
$245K 0.01%
8,899
-309
425
$244K 0.01%
+4,172
15 16
17
18 19