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
151
$2.16M 0.15%
54,004
-19,387
152
$2.15M 0.14%
30,119
-480
153
$2.15M 0.14%
15,982
-1,757
154
$2.11M 0.14%
12,843
-56
155
$2.06M 0.14%
12,170
+145
156
$2.06M 0.14%
39,500
157
$2.05M 0.14%
34,999
-20,524
158
$1.91M 0.13%
16,789
-97
159
$1.88M 0.13%
26,075
+1,364
160
$1.86M 0.13%
15,624
-2,569
161
$1.85M 0.12%
102,673
+78,620
162
$1.85M 0.12%
23,379
+662
163
$1.85M 0.12%
12,939
+322
164
$1.84M 0.12%
16,596
-118
165
$1.84M 0.12%
24,975
+998
166
$1.84M 0.12%
+7,380
167
$1.83M 0.12%
1,051
-11
168
$1.82M 0.12%
25,539
+22
169
$1.81M 0.12%
15,239
-834
170
$1.78M 0.12%
20,825
-3,459
171
$1.78M 0.12%
4,726
-1,614
172
$1.77M 0.12%
31,634
+2,949
173
$1.77M 0.12%
97,626
-5,131
174
$1.76M 0.12%
11,229
+45
175
$1.76M 0.12%
6,781
+324
5 6
7
8 9