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
501
$237K 0.02%
1,387
-165
502
$235K 0.02%
28,546
+380
503
$234K 0.02%
+8,718
504
$233K 0.02%
2,386
+6
505
$232K 0.02%
6,330
-673
506
$229K 0.02%
4,477
507
$228K 0.02%
14,615
508
$226K 0.02%
+4,827
509
$225K 0.02%
3,711
-33
510
$224K 0.02%
8,251
511
$222K 0.01%
21,330
+887
512
$219K 0.01%
+1,855
513
$219K 0.01%
+2,093
514
$218K 0.01%
4,527
-16
515
$218K 0.01%
2,838
516
$217K 0.01%
1,038
+12
517
$217K 0.01%
+3,054
518
$215K 0.01%
+4,280
519
$214K 0.01%
4,784
520
$214K 0.01%
+3,786
521
$213K 0.01%
+11,970
522
$212K 0.01%
+2,472
523
$211K 0.01%
+5,137
524
$210K 0.01%
46,708
+420
525
$209K 0.01%
+6,572
19 20
21
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