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
451
$294K 0.02%
3,107
+1
452
$294K 0.02%
4,486
453
$294K 0.02%
1,986
+4
454
$293K 0.02%
16,336
+85
455
$290K 0.02%
3,529
+508
456
$287K 0.02%
2,882
+253
457
$285K 0.02%
3,344
-167
458
$285K 0.02%
4,212
-437
459
$283K 0.02%
+7,801
460
$283K 0.02%
16,706
461
$283K 0.02%
5,389
+72
462
$281K 0.02%
+5,234
463
$279K 0.02%
7,591
+1,047
464
$278K 0.02%
15,913
+324
465
$278K 0.02%
9,963
+180
466
$276K 0.02%
12,588
-648
467
$275K 0.02%
6,904
+540
468
$270K 0.02%
25,104
+78
469
$269K 0.02%
3,723
+241
470
$267K 0.02%
+12,795
471
$266K 0.02%
+3,821
472
$266K 0.02%
3,135
-1,035
473
$266K 0.02%
3,130
474
$265K 0.02%
5,602
+201
475
$265K 0.02%
60,000
17 18
19
20 21