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
426
$243K 0.01%
3,310
+304
427
$243K 0.01%
5,202
-3,009
428
$241K 0.01%
6,231
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429
$241K 0.01%
9,002
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430
$238K 0.01%
4,025
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431
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432
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12,000
-2,102
434
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435
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436
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437
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440
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446
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+4,405
447
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+2,355
448
$210K 0.01%
+1,472
449
$208K 0.01%
+3,560
450
$206K 0.01%
+17,470
16 17
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