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
726
$300K ﹤0.01%
548
-225
727
$300K ﹤0.01%
1,072
-266
728
$298K ﹤0.01%
3,765
-1,246
729
$297K ﹤0.01%
2,177
-441
730
$295K ﹤0.01%
+6,677
731
$295K ﹤0.01%
+2,741
732
$295K ﹤0.01%
+3,534
733
$294K ﹤0.01%
6,872
734
$292K ﹤0.01%
2,311
-149
735
$288K ﹤0.01%
3,530
-109
736
$287K ﹤0.01%
1,075
-525
737
$287K ﹤0.01%
6,159
-2,034
738
$287K ﹤0.01%
2,315
+2,224
739
$287K ﹤0.01%
6,918
+3,844
740
$286K ﹤0.01%
14,577
-2,313
741
$285K ﹤0.01%
1,730
-698
742
$285K ﹤0.01%
642
-238
743
$284K ﹤0.01%
3,386
-166
744
$283K ﹤0.01%
6,187
-116
745
$283K ﹤0.01%
7,690
746
$283K ﹤0.01%
28,700
747
$283K ﹤0.01%
+7,303
748
$282K ﹤0.01%
3,873
-3,813
749
$281K ﹤0.01%
7,951
+324
750
$280K ﹤0.01%
10,288
-20,568
28 29
30
31 32