Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$246M
3
+$215M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$135M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$120M

Top Sells

1
+$41.1M
2
+$35.2M
3
+$31.4M
4
UNP icon
Union Pacific
UNP
+$30.4M
5
UNH icon
UnitedHealth
UNH
+$26M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$496K 0.01%
+32,300
602
$493K 0.01%
+6,786
603
$492K 0.01%
5,596
+1,349
604
$488K 0.01%
+735
605
$486K 0.01%
4,032
+160
606
$484K 0.01%
16,032
+3,139
607
$484K 0.01%
1,857
+715
608
$483K 0.01%
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609
$483K 0.01%
+3,921
610
$478K 0.01%
13,260
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611
$468K 0.01%
2,692
612
$467K 0.01%
880
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613
$466K 0.01%
2,676
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614
$466K 0.01%
6,510
-23,824
615
$464K 0.01%
5,079
+2,081
616
$464K 0.01%
11,751
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617
$464K 0.01%
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$464K 0.01%
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619
$463K 0.01%
5,976
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620
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621
$455K 0.01%
+3,233
622
$455K 0.01%
1,504
623
$452K 0.01%
+2,428
624
$446K 0.01%
4,794
+125
625
$446K 0.01%
+17,532
23 24
25
26 27