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
176
$1.15M 0.1%
+25,041
177
$1.14M 0.1%
+19,363
178
$1.12M 0.09%
+5,655
179
$1.11M 0.09%
+28,199
180
$1.1M 0.09%
+18,423
181
$1.08M 0.09%
+72,000
182
$1.08M 0.09%
+26,082
183
$1.07M 0.09%
+21,271
184
$1.05M 0.09%
+25,140
185
$1.05M 0.09%
+20,296
186
$1.01M 0.08%
+6,165
187
$983K 0.08%
+9,598
188
$981K 0.08%
+24,049
189
$980K 0.08%
+40,000
190
$973K 0.08%
+7,997
191
$962K 0.08%
+20,896
192
$922K 0.08%
+10,148
193
$921K 0.08%
+7,769
194
$919K 0.08%
+28,636
195
$917K 0.08%
+13,915
196
$910K 0.08%
+115,820
197
$882K 0.07%
+31,800
198
$869K 0.07%
+20,530
199
$865K 0.07%
+22,235
200
$863K 0.07%
+11,117
6 7
8
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