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
$1.2B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$96M
3
+$40.5M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$36.8M
5
AAPL icon
Apple
AAPL
+$26.7M

Top Sells

1
+$166K
2
+$72.4K
3
+$63.3K
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$54.2K

Sector Composition

1 Communication Services 19.55%
2 Industrials 12.49%
3 Financials 10.11%
4 Healthcare 8.71%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.26M 0.61%
+81,646
27
$7.01M 0.58%
125,880
+77,572
28
$6.68M 0.56%
+59,195
29
$6.44M 0.54%
84,964
+54,496
30
$6.31M 0.53%
38,470
+35,345
31
$6.02M 0.5%
39,217
+25,801
32
$5.98M 0.5%
165,758
+99,343
33
$5.78M 0.48%
73,652
+50,845
34
$5.75M 0.48%
138,580
+132,400
35
$5.73M 0.48%
+152,730
36
$5.52M 0.46%
38,636
+36,285
37
$5.43M 0.45%
+69,560
38
$5.3M 0.44%
+16,952
39
$5.2M 0.43%
+76,005
40
$4.95M 0.41%
+71,561
41
$4.95M 0.41%
+125,148
42
$4.89M 0.41%
+237,179
43
$4.84M 0.4%
+107,975
44
$4.79M 0.4%
+102,312
45
$4.74M 0.4%
+27,691
46
$4.74M 0.4%
+29,629
47
$4.62M 0.39%
+104,260
48
$4.59M 0.38%
38,267
+19,389
49
$4.51M 0.38%
54,350
+51,441
50
$4.41M 0.37%
26,466
+23,358
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