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
$1.49B
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.26M
3
+$3.12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.08M
5
FDX icon
FedEx
FDX
+$2.83M

Top Sells

1
+$29.5M
2
+$3.81M
3
+$2.15M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$1.85M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$1.71M

Sector Composition

1 Industrials 14.3%
2 Technology 13.87%
3 Financials 11.69%
4 Healthcare 9.58%
5 Communication Services 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.61M 0.31%
102,408
+9,323
77
$4.58M 0.31%
155,274
+4,614
78
$4.51M 0.3%
67,002
-6,434
79
$4.49M 0.3%
30,184
-518
80
$4.22M 0.28%
39,226
-196
81
$4.21M 0.28%
30,789
-30
82
$4.19M 0.28%
147,248
+7,650
83
$4.19M 0.28%
72,391
-6,465
84
$4.13M 0.28%
62,093
+24,530
85
$4.11M 0.28%
23,619
+253
86
$4.07M 0.27%
150,940
+5,973
87
$4.04M 0.27%
76,287
-6,268
88
$4.02M 0.27%
25,495
-1,007
89
$3.97M 0.27%
164,753
-4,536
90
$3.95M 0.27%
44,382
+1,098
91
$3.89M 0.26%
15,588
+11,340
92
$3.64M 0.24%
50,152
+42
93
$3.6M 0.24%
44,853
+210
94
$3.56M 0.24%
66,373
-6,641
95
$3.54M 0.24%
42,271
-1,166
96
$3.52M 0.24%
46,719
+3,899
97
$3.51M 0.24%
91,804
+2,652
98
$3.48M 0.23%
61,025
+420
99
$3.45M 0.23%
139,256
+7,270
100
$3.42M 0.23%
72,411
+553
2 3
4
5 6