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
$1.2B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$96M
3
+$40.5M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$36.8M
5
AAPL icon
Apple
AAPL
+$26.7M

Top Sells

1
+$166K
2
+$72.4K
3
+$63.3K
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$54.2K

Sector Composition

1 Communication Services 19.55%
2 Industrials 12.49%
3 Financials 10.11%
4 Healthcare 8.71%
5 Technology 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.05M 0.25%
+26,319
77
$3.04M 0.25%
+52,930
78
$3.01M 0.25%
+67,375
79
$2.87M 0.24%
+42,154
80
$2.83M 0.24%
+36,451
81
$2.81M 0.23%
+47,006
82
$2.8M 0.23%
+39,663
83
$2.8M 0.23%
+89,202
84
$2.8M 0.23%
54,015
+35,505
85
$2.79M 0.23%
+41,126
86
$2.79M 0.23%
+62,500
87
$2.75M 0.23%
+16,012
88
$2.75M 0.23%
205,395
+5,720
89
$2.72M 0.23%
+109,302
90
$2.68M 0.22%
+95,836
91
$2.65M 0.22%
+19,560
92
$2.62M 0.22%
+44,398
93
$2.58M 0.22%
+11,918
94
$2.54M 0.21%
21,089
+3,586
95
$2.54M 0.21%
+26,007
96
$2.54M 0.21%
+50,126
97
$2.48M 0.21%
50,165
+9,887
98
$2.45M 0.2%
+55,107
99
$2.44M 0.2%
36,701
+13,045
100
$2.43M 0.2%
41,326
+13,898
2 3
4
5 6