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
201
$1.35M 0.09%
9,917
+756
202
$1.34M 0.09%
26,528
-5,680
203
$1.34M 0.09%
29,657
+3,634
204
$1.33M 0.09%
17,172
+5,937
205
$1.33M 0.09%
60,960
-5,264
206
$1.32M 0.09%
22,984
+1,018
207
$1.32M 0.09%
7,812
-3,854
208
$1.3M 0.09%
25,254
-2,698
209
$1.26M 0.08%
18,057
-4,469
210
$1.23M 0.08%
55,814
+38
211
$1.23M 0.08%
+22,705
212
$1.23M 0.08%
22,630
213
$1.22M 0.08%
26,520
+132
214
$1.22M 0.08%
5,946
215
$1.22M 0.08%
102,500
-320
216
$1.21M 0.08%
2,004
217
$1.2M 0.08%
21,349
+3,629
218
$1.19M 0.08%
72,000
219
$1.17M 0.08%
23,992
+208
220
$1.16M 0.08%
9,879
+572
221
$1.15M 0.08%
19,027
-656
222
$1.15M 0.08%
33,094
+11,699
223
$1.12M 0.08%
11,188
+5
224
$1.11M 0.07%
7,637
+1,500
225
$1.11M 0.07%
20,279
-5,443
7 8
9
10 11