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
251
$2.02M 0.05%
9,166
+5,708
252
$2.01M 0.05%
32,732
+179
253
$2M 0.05%
16,811
+1,206
254
$2M 0.05%
8,673
+241
255
$1.99M 0.05%
44,118
-2,064
256
$1.98M 0.05%
60,134
+52,370
257
$1.98M 0.05%
16,070
-20
258
$1.97M 0.05%
8,573
-624
259
$1.96M 0.05%
59,605
-2,691
260
$1.94M 0.05%
10,264
-2,145
261
$1.93M 0.05%
28,140
-6,276
262
$1.93M 0.05%
21,040
+2,154
263
$1.9M 0.05%
28,843
+28
264
$1.89M 0.04%
7,766
-210
265
$1.89M 0.04%
34,924
-6,752
266
$1.88M 0.04%
13,227
+1,089
267
$1.87M 0.04%
+15,985
268
$1.86M 0.04%
17,161
-3,602
269
$1.83M 0.04%
54,045
-195
270
$1.83M 0.04%
8,528
+837
271
$1.81M 0.04%
62,470
+7,218
272
$1.77M 0.04%
31,327
-1,075
273
$1.75M 0.04%
11,929
+1,334
274
$1.74M 0.04%
+229,921
275
$1.72M 0.04%
+37,400
9 10
11
12 13