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
126
$2.65M 0.18%
29,866
+155
127
$2.62M 0.18%
19,312
-3,645
128
$2.55M 0.17%
37,854
-1,201
129
$2.49M 0.17%
65,515
+12,570
130
$2.48M 0.17%
23,271
+750
131
$2.48M 0.17%
19,400
132
$2.47M 0.17%
25,096
133
$2.47M 0.17%
62,767
+244
134
$2.45M 0.16%
74,316
-9,807
135
$2.44M 0.16%
34,803
136
$2.42M 0.16%
42,531
+7,054
137
$2.39M 0.16%
59,660
-3,314
138
$2.38M 0.16%
16,392
-753
139
$2.37M 0.16%
29,006
-346
140
$2.36M 0.16%
55,238
+6,361
141
$2.3M 0.15%
35,084
-1,592
142
$2.29M 0.15%
58,568
-192
143
$2.26M 0.15%
24,671
-2,610
144
$2.21M 0.15%
39,855
-5,720
145
$2.19M 0.15%
12,931
-376
146
$2.19M 0.15%
85,090
+6,430
147
$2.19M 0.15%
27,062
-4,029
148
$2.17M 0.15%
10,413
+5,369
149
$2.17M 0.15%
14,348
+323
150
$2.17M 0.15%
9,788
+48
4 5
6
7 8