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
$4.57B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.2M
3
+$15.1M
4
STE icon
Steris
STE
+$14M
5
TWLO icon
Twilio
TWLO
+$8.29M

Top Sells

1
+$10.1M
2
+$9.1M
3
+$8.77M
4
ATEC icon
Alphatec Holdings
ATEC
+$7.05M
5
GLP icon
Global Partners
GLP
+$6.03M

Sector Composition

1 Technology 18.23%
2 Industrials 11.43%
3 Financials 10.99%
4 Healthcare 8.9%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.65M 0.06%
16,818
+413
227
$2.64M 0.06%
12,551
+324
228
$2.62M 0.06%
102,404
-1,676
229
$2.6M 0.06%
20,961
+2,278
230
$2.57M 0.06%
40,991
-2,003
231
$2.57M 0.06%
29,913
-6,822
232
$2.56M 0.06%
11,166
-315
233
$2.51M 0.06%
6
234
$2.5M 0.05%
81,614
-28,695
235
$2.49M 0.05%
27,681
+3,426
236
$2.45M 0.05%
12,799
-174
237
$2.44M 0.05%
59,671
+66
238
$2.4M 0.05%
116,145
+105
239
$2.4M 0.05%
67,758
-1,524
240
$2.39M 0.05%
+121,854
241
$2.37M 0.05%
14,946
+455
242
$2.35M 0.05%
8,664
+898
243
$2.3M 0.05%
2,866
-143
244
$2.3M 0.05%
6,068
+541
245
$2.26M 0.05%
20,466
+1,741
246
$2.2M 0.05%
41,937
-1,335
247
$2.2M 0.05%
20,346
+449
248
$2.19M 0.05%
28,096
+20,949
249
$2.18M 0.05%
22,045
+1,005
250
$2.17M 0.05%
45,438
-2,665
8 9
10
11 12