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
826
$262K ﹤0.01%
+8,025
827
$261K ﹤0.01%
+1,728
828
$261K ﹤0.01%
+4,520
829
$261K ﹤0.01%
258
+43
830
$259K ﹤0.01%
+2,386
831
$259K ﹤0.01%
+4,410
832
$259K ﹤0.01%
+1,674
833
$258K ﹤0.01%
+4,729
834
$257K ﹤0.01%
+1,859
835
$256K ﹤0.01%
+7,950
836
$256K ﹤0.01%
+9,895
837
$256K ﹤0.01%
+7,395
838
$255K ﹤0.01%
10,090
+10
839
$255K ﹤0.01%
+5,585
840
$254K ﹤0.01%
+382
841
$254K ﹤0.01%
10,245
+236
842
$254K ﹤0.01%
22,615
-1,084
843
$254K ﹤0.01%
+1,731
844
$253K ﹤0.01%
18,689
+4,904
845
$252K ﹤0.01%
+1,378
846
$252K ﹤0.01%
18,370
+306
847
$252K ﹤0.01%
+2,331
848
$252K ﹤0.01%
7,756
849
$251K ﹤0.01%
+2,338
850
$250K ﹤0.01%
+734
32 33
34
35 36