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
876
$234K ﹤0.01%
+6,793
877
$233K ﹤0.01%
2,049
-450
878
$233K ﹤0.01%
+3,894
879
$232K ﹤0.01%
+2,523
880
$232K ﹤0.01%
+91,816
881
$231K ﹤0.01%
+10,879
882
$230K ﹤0.01%
+4,397
883
$230K ﹤0.01%
7,190
884
$229K ﹤0.01%
+2,399
885
$229K ﹤0.01%
+471
886
$229K ﹤0.01%
+26,764
887
$229K ﹤0.01%
+2,489
888
$229K ﹤0.01%
+3,507
889
$228K ﹤0.01%
+2,132
890
$228K ﹤0.01%
+10,218
891
$228K ﹤0.01%
+6,111
892
$226K ﹤0.01%
+5,344
893
$225K ﹤0.01%
+2,618
894
$223K ﹤0.01%
+8,965
895
$222K ﹤0.01%
+4,903
896
$222K ﹤0.01%
34,450
897
$222K ﹤0.01%
+6,442
898
$222K ﹤0.01%
+1,894
899
$221K ﹤0.01%
+3,383
900
$219K ﹤0.01%
4,000
34 35
36
37 38