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
401
$1.3M 0.02%
16,734
-2,493
402
$1.29M 0.02%
11,045
+734
403
$1.28M 0.02%
23,012
+4,352
404
$1.27M 0.02%
26,259
-940
405
$1.27M 0.02%
9,400
-204
406
$1.26M 0.02%
57,392
-112
407
$1.26M 0.02%
62,501
408
$1.25M 0.02%
16,483
+14,491
409
$1.25M 0.02%
+2,648
410
$1.22M 0.02%
8,524
+1,523
411
$1.2M 0.02%
16,600
-1,325
412
$1.2M 0.02%
9,045
+54
413
$1.19M 0.02%
10,473
-174
414
$1.18M 0.02%
6,224
+261
415
$1.18M 0.02%
12,591
+8,647
416
$1.18M 0.02%
29,448
+3,396
417
$1.17M 0.02%
21,926
+311
418
$1.17M 0.02%
3,870
-1,624
419
$1.17M 0.02%
53,108
+11,449
420
$1.16M 0.02%
14,005
+11,561
421
$1.14M 0.02%
33,312
-175
422
$1.14M 0.02%
2,250
-1,235
423
$1.13M 0.02%
45,413
+279
424
$1.12M 0.02%
16,952
+1,519
425
$1.12M 0.02%
45,264
-15,994
15 16
17
18 19