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
$4.21B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$47.5M
3
+$43.3M
4
MSFT icon
Microsoft
MSFT
+$37.8M
5
AMZN icon
Amazon
AMZN
+$32.4M

Top Sells

1
+$15.9M
2
+$9.08M
3
+$7.49M
4
INTC icon
Intel
INTC
+$7.26M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.89M

Sector Composition

1 Technology 17.98%
2 Industrials 11.87%
3 Financials 10.81%
4 Healthcare 9.53%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.46M 0.06%
42,994
-112
227
$2.44M 0.06%
18,356
+1,026
228
$2.38M 0.06%
12,973
-752
229
$2.34M 0.06%
17,501
-5,870
230
$2.33M 0.06%
4,665
+1,696
231
$2.32M 0.06%
116,040
-3,266
232
$2.31M 0.06%
6
+2
233
$2.3M 0.05%
43,272
+2,968
234
$2.29M 0.05%
15,012
+563
235
$2.29M 0.05%
145,596
-38,005
236
$2.29M 0.05%
56,826
+12,054
237
$2.27M 0.05%
69,282
+984
238
$2.26M 0.05%
16,405
+13,830
239
$2.25M 0.05%
12,227
+3,724
240
$2.2M 0.05%
14,491
-192
241
$2.15M 0.05%
24,255
+2,727
242
$2.15M 0.05%
11,481
-2,050
243
$2.15M 0.05%
12,231
-1,974
244
$2.12M 0.05%
18,683
+2,348
245
$2.11M 0.05%
73,600
-531
246
$2.1M 0.05%
19,897
-1,698
247
$2.07M 0.05%
+18,725
248
$2.06M 0.05%
13,218
+700
249
$2.04M 0.05%
3,009
+36
250
$2.04M 0.05%
5,527
-57
8 9
10
11 12