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
51
$4.39M 0.37%
+32,221
52
$4.3M 0.36%
+100,043
53
$4.29M 0.36%
+70,728
54
$4.17M 0.35%
+105,983
55
$4.17M 0.35%
36,752
+32,009
56
$4.16M 0.35%
38,735
+25,691
57
$4.13M 0.34%
24,795
+14,924
58
$4.07M 0.34%
+24,279
59
$4.05M 0.34%
83,169
+44,890
60
$4.02M 0.34%
+37,971
61
$4M 0.33%
+72,262
62
$3.83M 0.32%
100,825
+79,804
63
$3.83M 0.32%
+15,403
64
$3.75M 0.31%
+44,164
65
$3.73M 0.31%
+72,529
66
$3.7M 0.31%
+87,249
67
$3.64M 0.3%
112,083
+105,336
68
$3.48M 0.29%
+26,506
69
$3.42M 0.29%
+92,955
70
$3.38M 0.28%
+64,080
71
$3.34M 0.28%
+20,860
72
$3.2M 0.27%
+30,948
73
$3.19M 0.27%
19,447
+17,954
74
$3.14M 0.26%
+76,347
75
$3.07M 0.26%
+48,104
1 2
3
4 5