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
$6.44B
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,160
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$47M
3
+$38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$36M
5
UNH icon
UnitedHealth
UNH
+$35M

Top Sells

1
+$44.9M
2
+$35.1M
3
+$18.3M
4
XPND icon
First Trust Expanded Technology ETF
XPND
+$17.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$12.6M

Sector Composition

1 Technology 14.93%
2 Financials 8.94%
3 Healthcare 8.07%
4 Industrials 7.57%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$390K 0.01%
10,551
-14,304
652
$389K 0.01%
6,884
-728
653
$387K 0.01%
13,236
+6,443
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$386K 0.01%
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655
$386K 0.01%
1,432
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656
$384K 0.01%
6,116
657
$382K 0.01%
4,043
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658
$382K 0.01%
16,733
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659
$381K 0.01%
4,628
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660
$381K 0.01%
5,325
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661
$380K 0.01%
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662
$379K 0.01%
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-1,306
663
$378K 0.01%
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$378K 0.01%
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665
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-4,741
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668
$367K 0.01%
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670
$365K 0.01%
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$365K 0.01%
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672
$364K 0.01%
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673
$364K 0.01%
9,613
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674
$362K 0.01%
5,189
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675
$361K 0.01%
+11,341
25 26
27
28 29