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
$1.7B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$16.2M
3
+$10.7M
4
VTV icon
Vanguard Value ETF
VTV
+$6.63M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.35M

Top Sells

1
+$5.46M
2
+$4.16M
3
+$1.83M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.69M
5
INTC icon
Intel
INTC
+$1.66M

Sector Composition

1 Technology 14.66%
2 Industrials 12.61%
3 Communication Services 9.61%
4 Healthcare 9.4%
5 Financials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.31M 0.43%
93,944
-17,019
52
$7.21M 0.42%
88,939
+851
53
$7.17M 0.42%
103,738
-4,723
54
$7.06M 0.41%
73,610
-8,628
55
$7.05M 0.41%
96,489
-2,326
56
$7.02M 0.41%
19,918
+5,362
57
$7.02M 0.41%
54,803
+11,304
58
$6.77M 0.4%
226,928
-24,565
59
$6.69M 0.39%
144,387
+259
60
$6.61M 0.39%
22,687
+4,536
61
$6.51M 0.38%
17,115
+7,548
62
$6.49M 0.38%
184,896
+7,235
63
$6.41M 0.38%
101,685
-4,414
64
$6.23M 0.37%
124,297
-82,997
65
$6.16M 0.36%
195,531
+2,683
66
$6.13M 0.36%
192,034
+25,523
67
$6.03M 0.35%
29,091
-5,677
68
$5.84M 0.34%
142,677
+7,999
69
$5.83M 0.34%
39,248
+16,548
70
$5.77M 0.34%
55,726
+4,295
71
$5.63M 0.33%
30,687
+213
72
$5.37M 0.31%
18,621
+5,206
73
$5.34M 0.31%
24,593
+3,976
74
$5.33M 0.31%
38,738
-454
75
$5.3M 0.31%
59,787
+17,506
1 2
3
4 5