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
101
$2.42M 0.2%
41,912
-1,098
102
$2.41M 0.2%
+29,947
103
$2.4M 0.2%
+44,130
104
$2.35M 0.2%
+24,624
105
$2.35M 0.2%
+130,395
106
$2.33M 0.19%
21,852
+2,196
107
$2.31M 0.19%
97,823
+85,323
108
$2.25M 0.19%
+27,916
109
$2.24M 0.19%
+9,591
110
$2.23M 0.19%
+24,536
111
$2.22M 0.19%
+27,099
112
$2.21M 0.18%
17,647
+6,012
113
$2.21M 0.18%
+30,889
114
$2.19M 0.18%
+19,400
115
$2.14M 0.18%
27,256
-691
116
$2.12M 0.18%
+16,281
117
$2.11M 0.18%
+66,708
118
$2.1M 0.17%
+9,119
119
$2.08M 0.17%
69,099
+34,811
120
$2.04M 0.17%
+60,051
121
$1.99M 0.17%
+33,164
122
$1.97M 0.16%
+41,160
123
$1.94M 0.16%
+1,091
124
$1.94M 0.16%
+23,255
125
$1.92M 0.16%
+14,830
3 4
5
6 7