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
$1.7B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$16.2M
3
+$10.7M
4
VTV icon
Vanguard Value ETF
VTV
+$6.63M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.35M

Top Sells

1
+$5.46M
2
+$4.16M
3
+$1.83M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.69M
5
INTC icon
Intel
INTC
+$1.66M

Sector Composition

1 Technology 14.66%
2 Industrials 12.61%
3 Communication Services 9.61%
4 Healthcare 9.4%
5 Financials 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.77M 0.22%
46,507
+17,318
102
$3.75M 0.22%
62,591
-20,644
103
$3.69M 0.22%
22,406
-1,706
104
$3.68M 0.22%
58,065
-7,656
105
$3.65M 0.21%
54,408
+26,204
106
$3.59M 0.21%
92,995
+17,095
107
$3.58M 0.21%
17,285
-5,924
108
$3.56M 0.21%
9,498
+6,958
109
$3.55M 0.21%
16,516
-804
110
$3.5M 0.21%
20,693
-1,100
111
$3.49M 0.2%
21,542
+5,740
112
$3.39M 0.2%
69,624
113
$3.28M 0.19%
85,540
-30,961
114
$3.27M 0.19%
149,212
-11,408
115
$3.25M 0.19%
82,251
+447
116
$3.25M 0.19%
37,804
-1,444
117
$3.25M 0.19%
40,033
-19,485
118
$3.24M 0.19%
49,904
-20,525
119
$3.23M 0.19%
34,343
-541
120
$3.19M 0.19%
16,488
+2,756
121
$3.19M 0.19%
28,215
+8,134
122
$3.06M 0.18%
11,254
+4,039
123
$3.05M 0.18%
14,453
+9,677
124
$2.99M 0.18%
43,493
+17,641
125
$2.97M 0.17%
70,022
-26,675
3 4
5
6 7