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
851
$210K ﹤0.01%
+3,015
852
$210K ﹤0.01%
6,414
-28
853
$209K ﹤0.01%
+7,590
854
$208K ﹤0.01%
478
-123
855
$208K ﹤0.01%
3,517
-308
856
$207K ﹤0.01%
+22,636
857
$207K ﹤0.01%
34,450
858
$207K ﹤0.01%
+2,302
859
$207K ﹤0.01%
1,759
-526
860
$206K ﹤0.01%
+7,972
861
$205K ﹤0.01%
+4,969
862
$205K ﹤0.01%
3,524
-9,317
863
$203K ﹤0.01%
+1,996
864
$202K ﹤0.01%
+2,238
865
$201K ﹤0.01%
+2,254
866
$200K ﹤0.01%
20,000
867
$200K ﹤0.01%
1,511
+113
868
$197K ﹤0.01%
14,077
-26,479
869
$196K ﹤0.01%
+11,336
870
$185K ﹤0.01%
+17,009
871
$182K ﹤0.01%
1,200
+200
872
$182K ﹤0.01%
6,455
+1,287
873
$171K ﹤0.01%
23,907
874
$169K ﹤0.01%
26,509
-848
875
$169K ﹤0.01%
10,000
33 34
35
36 37