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
151
$1.48M 0.12%
+15,707
152
$1.48M 0.12%
13,241
+10,331
153
$1.44M 0.12%
+8,137
154
$1.44M 0.12%
+74,559
155
$1.41M 0.12%
+29,250
156
$1.4M 0.12%
+11,732
157
$1.39M 0.12%
+57,786
158
$1.39M 0.12%
16,717
+1,036
159
$1.38M 0.12%
+15,936
160
$1.35M 0.11%
+16,781
161
$1.35M 0.11%
+35,881
162
$1.34M 0.11%
+55,976
163
$1.33M 0.11%
+20,426
164
$1.3M 0.11%
+12,084
165
$1.24M 0.1%
+10,445
166
$1.23M 0.1%
+39,168
167
$1.22M 0.1%
+10,030
168
$1.22M 0.1%
+9,237
169
$1.21M 0.1%
12,402
-745
170
$1.2M 0.1%
+20,624
171
$1.2M 0.1%
+84,519
172
$1.19M 0.1%
+27,315
173
$1.18M 0.1%
40,387
+919
174
$1.17M 0.1%
+10,769
175
$1.16M 0.1%
+28,833
5 6
7
8 9