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
126
$1.91M 0.16%
+34,203
127
$1.89M 0.16%
+4,887
128
$1.87M 0.16%
+36,026
129
$1.86M 0.16%
+50,252
130
$1.85M 0.15%
18,909
+4,073
131
$1.85M 0.15%
+53,930
132
$1.84M 0.15%
16,327
+12,567
133
$1.82M 0.15%
+98,280
134
$1.8M 0.15%
+58,874
135
$1.8M 0.15%
+41,723
136
$1.77M 0.15%
+39,500
137
$1.74M 0.14%
+71,763
138
$1.7M 0.14%
+51,792
139
$1.7M 0.14%
+16,254
140
$1.7M 0.14%
+17,440
141
$1.69M 0.14%
+17,235
142
$1.68M 0.14%
35,710
+431
143
$1.64M 0.14%
36,922
+4,885
144
$1.63M 0.14%
21,912
+18,452
145
$1.54M 0.13%
+25,602
146
$1.53M 0.13%
+8,804
147
$1.53M 0.13%
+69,950
148
$1.52M 0.13%
+86,145
149
$1.52M 0.13%
+13,880
150
$1.5M 0.13%
+23,707
4 5
6
7 8