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
$1.44B
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.32M
3
+$3.19M
4
SBUX icon
Starbucks
SBUX
+$3.03M
5
CELG
Celgene Corp
CELG
+$2.63M

Top Sells

1
+$1.92M
2
+$1.62M
3
+$1.55M
4
QCOM icon
Qualcomm
QCOM
+$1.5M
5
CSCO icon
Cisco
CSCO
+$1.49M

Sector Composition

1 Technology 17.12%
2 Financials 10.97%
3 Healthcare 10.28%
4 Industrials 9.99%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.08%
21,988
-1,168
227
$1.18M 0.08%
75,000
228
$1.17M 0.08%
22,440
-849
229
$1.17M 0.08%
27,161
-2,204
230
$1.16M 0.08%
26,365
+503
231
$1.14M 0.08%
7,637
-150
232
$1.13M 0.08%
28,734
-20,820
233
$1.11M 0.08%
21,069
-982
234
$1.07M 0.07%
6,065
-163
235
$1.07M 0.07%
2,995
+673
236
$1.07M 0.07%
2,379
237
$1.05M 0.07%
10,323
-1,779
238
$1.05M 0.07%
30,947
+11,961
239
$1.03M 0.07%
37,100
-3,205
240
$1.03M 0.07%
45,208
-1,650
241
$1.02M 0.07%
26,520
+4,021
242
$1.01M 0.07%
10,139
+1,557
243
$1.01M 0.07%
21,408
+3,475
244
$1M 0.07%
24,815
245
$1M 0.07%
82,465
+1,210
246
$986K 0.07%
8,377
-403
247
$973K 0.07%
8,984
+1,587
248
$963K 0.07%
+17,247
249
$944K 0.07%
18,832
+1,402
250
$940K 0.07%
20,638
+215
8 9
10
11 12