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
201
$838K 0.07%
+42,480
202
$832K 0.07%
+24,226
203
$823K 0.07%
+15,067
204
$814K 0.07%
+16,667
205
$813K 0.07%
+11,715
206
$810K 0.07%
+9,852
207
$798K 0.07%
+4,090
208
$793K 0.07%
14,377
-3,013
209
$791K 0.07%
+25,920
210
$791K 0.07%
+6,523
211
$782K 0.07%
+15,672
212
$766K 0.06%
+7,625
213
$758K 0.06%
+130,320
214
$752K 0.06%
+9,325
215
$748K 0.06%
+20,297
216
$733K 0.06%
+14,236
217
$729K 0.06%
+5,935
218
$727K 0.06%
+22,911
219
$719K 0.06%
+19,496
220
$716K 0.06%
+3,469
221
$708K 0.06%
+8,632
222
$702K 0.06%
+5,725
223
$698K 0.06%
+3,000
224
$697K 0.06%
+20,131
225
$692K 0.06%
+19,040
7 8
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