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
$1.96B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
586
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$57.9M
3
+$31.6M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$20.8M
5
GLD icon
SPDR Gold Trust
GLD
+$12.4M

Top Sells

1
+$29.9M
2
+$18.5M
3
+$15.8M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$10.8M
5
XOM icon
Exxon Mobil
XOM
+$8.22M

Sector Composition

1 Industrials 17%
2 Technology 13.72%
3 Financials 9.83%
4 Healthcare 8.37%
5 Communication Services 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$348K 0.02%
1,767
-570
402
$345K 0.02%
8,148
+1,917
403
$343K 0.02%
8,640
+300
404
$336K 0.02%
5,586
405
$335K 0.02%
7,870
406
$335K 0.02%
10,881
-1,117
407
$334K 0.02%
4,418
-1,335
408
$330K 0.02%
1,585
+409
409
$328K 0.02%
+16,478
410
$328K 0.02%
+14,217
411
$328K 0.02%
27,851
+3,094
412
$327K 0.02%
6,500
+1,000
413
$327K 0.02%
+7,347
414
$327K 0.02%
+13,134
415
$327K 0.02%
+18,983
416
$325K 0.02%
2,943
-171
417
$325K 0.02%
863
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418
$324K 0.02%
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419
$324K 0.02%
3,014
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420
$323K 0.02%
3,669
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421
$322K 0.02%
2,343
-231
422
$322K 0.02%
7,496
-6,625
423
$321K 0.02%
9,797
-1,472
424
$321K 0.02%
6,036
+93
425
$319K 0.02%
12,290
-11,334
15 16
17
18 19