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
526
$209K 0.01%
+3,788
527
$208K 0.01%
6,152
+2
528
$207K 0.01%
+3,520
529
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530
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531
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532
$204K 0.01%
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533
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534
$202K 0.01%
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535
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536
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537
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20,000
538
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10,000
539
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540
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+10,513
541
$166K 0.01%
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-19
542
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543
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546
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10,840
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$131K 0.01%
34,890
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548
$110K 0.01%
+1,600
549
$98K 0.01%
12,113
550
$93K 0.01%
10,714
-4,286
20 21
22
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