Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.57B
AUM Growth
+$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$375M
2
+$246M
3
+$215M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$135M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$120M

Top Sells

1
+$41.1M
2
+$35.2M
3
+$31.4M
4
UNP icon
Union Pacific
UNP
+$30.4M
5
UNH icon
UnitedHealth
UNH
+$26M

Sector Composition

1 Technology 16.2%
2 Industrials 8.96%
3 Financials 8.9%
4 Healthcare 8.72%
5 Consumer Discretionary 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$280K ﹤0.01%
+10,239
802
$279K ﹤0.01%
+4,894
803
$279K ﹤0.01%
+3,825
804
$279K ﹤0.01%
+4,263
805
$279K ﹤0.01%
+6,271
806
$276K ﹤0.01%
+2,033
807
$276K ﹤0.01%
+3,519
808
$275K ﹤0.01%
+35,017
809
$275K ﹤0.01%
5,793
+366
810
$275K ﹤0.01%
+9,988
811
$275K ﹤0.01%
2,621
812
$275K ﹤0.01%
+6,301
813
$273K ﹤0.01%
+728
814
$273K ﹤0.01%
+2,618
815
$272K ﹤0.01%
+10,371
816
$271K ﹤0.01%
+4,419
817
$270K ﹤0.01%
+4,555
818
$269K ﹤0.01%
+39,534
819
$268K ﹤0.01%
17,806
-2,280
820
$266K ﹤0.01%
+6,971
821
$264K ﹤0.01%
+11,555
822
$264K ﹤0.01%
+1,949
823
$262K ﹤0.01%
6,303
+531
824
$262K ﹤0.01%
+12,800
825
$262K ﹤0.01%
25,692
+8,400
31 32
33
34 35