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
851
$250K ﹤0.01%
+5,282
852
$249K ﹤0.01%
+2,252
853
$249K ﹤0.01%
+1,056
854
$248K ﹤0.01%
+2,667
855
$248K ﹤0.01%
+10,142
856
$247K ﹤0.01%
+9,782
857
$246K ﹤0.01%
+1,874
858
$245K ﹤0.01%
2,290
+94
859
$245K ﹤0.01%
2,904
+50
860
$244K ﹤0.01%
+2,227
861
$243K ﹤0.01%
+998
862
$243K ﹤0.01%
+6,872
863
$243K ﹤0.01%
+7,943
864
$242K ﹤0.01%
1,981
+12
865
$242K ﹤0.01%
+7,072
866
$242K ﹤0.01%
3,532
+1
867
$241K ﹤0.01%
7,407
+16
868
$238K ﹤0.01%
+3,965
869
$238K ﹤0.01%
+3,041
870
$237K ﹤0.01%
+3,180
871
$236K ﹤0.01%
3,089
+222
872
$235K ﹤0.01%
+11,656
873
$235K ﹤0.01%
+1,667
874
$235K ﹤0.01%
+5,075
875
$234K ﹤0.01%
5,590
+18
33 34
35
36 37