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
176
$1.75M 0.12%
12,911
-973
177
$1.73M 0.12%
10,051
-6,306
178
$1.7M 0.11%
30,680
+3,200
179
$1.66M 0.11%
14,878
-1,228
180
$1.64M 0.11%
27,573
+686
181
$1.64M 0.11%
10,577
+438
182
$1.62M 0.11%
17,043
-1,026
183
$1.58M 0.11%
26,802
+9,730
184
$1.55M 0.1%
9,988
+38
185
$1.51M 0.1%
16,492
186
$1.49M 0.1%
9,613
-3,030
187
$1.49M 0.1%
29,000
-165
188
$1.48M 0.1%
39,399
-1,680
189
$1.48M 0.1%
71,205
-780
190
$1.47M 0.1%
20,815
+2,949
191
$1.46M 0.1%
24,608
+1,776
192
$1.45M 0.1%
84,689
+170
193
$1.44M 0.1%
12,317
+499
194
$1.44M 0.1%
51,068
-13,672
195
$1.41M 0.09%
21,798
-10,087
196
$1.38M 0.09%
19,302
+13,220
197
$1.38M 0.09%
29,229
+5,041
198
$1.37M 0.09%
31,242
-3,132
199
$1.36M 0.09%
9,650
+360
200
$1.35M 0.09%
18,964
+494
6 7
8
9 10