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
51
$5.96M 0.4%
40,658
+16,556
52
$5.77M 0.39%
16,711
-587
53
$5.75M 0.39%
32,785
+740
54
$5.73M 0.38%
74,518
-2,609
55
$5.54M 0.37%
88,560
+3,826
56
$5.48M 0.37%
37,523
-13
57
$5.45M 0.37%
84,366
-2,525
58
$5.42M 0.36%
100,963
-808
59
$5.41M 0.36%
43,202
+797
60
$5.4M 0.36%
29,020
+1,068
61
$5.12M 0.34%
38,180
+38
62
$5.09M 0.34%
34,602
+15,378
63
$5.05M 0.34%
69,609
-8,939
64
$5.04M 0.34%
95,646
-10,576
65
$5.04M 0.34%
131,822
-4,432
66
$5.04M 0.34%
106,903
+534
67
$4.97M 0.33%
74,486
+8,310
68
$4.93M 0.33%
88,702
-25,628
69
$4.88M 0.33%
102,109
+4,940
70
$4.88M 0.33%
80,426
-14,590
71
$4.86M 0.33%
106,614
+11,584
72
$4.84M 0.33%
93,096
+4,992
73
$4.8M 0.32%
104,645
-1,360
74
$4.67M 0.31%
23,424
-46
75
$4.63M 0.31%
77,035
+2,183
1 2
3
4 5