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
101
$3.39M 0.23%
11,494
+36
102
$3.38M 0.23%
120,411
-387
103
$3.35M 0.22%
54,671
+2,354
104
$3.34M 0.22%
31,845
+410
105
$3.32M 0.22%
22,477
-1,410
106
$3.31M 0.22%
36,144
+1,328
107
$3.3M 0.22%
30,588
+665
108
$3.29M 0.22%
89,992
+7,924
109
$3.26M 0.22%
110,995
+12,456
110
$3.24M 0.22%
45,279
-4,286
111
$3.23M 0.22%
30,931
+2,067
112
$3.19M 0.21%
53,290
+16,706
113
$3.17M 0.21%
81,304
+17,200
114
$3.11M 0.21%
44,596
+8,140
115
$3.04M 0.2%
41,230
-1,524
116
$3.03M 0.2%
31,308
-2,412
117
$2.95M 0.2%
76,605
-159
118
$2.94M 0.2%
28,778
+2,984
119
$2.87M 0.19%
23,973
-2,791
120
$2.86M 0.19%
16,624
+930
121
$2.78M 0.19%
11,344
+281
122
$2.76M 0.19%
189,532
-8,266
123
$2.74M 0.18%
10,746
+365
124
$2.69M 0.18%
17,891
+1,380
125
$2.67M 0.18%
41,456
+280
3 4
5
6 7