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
251
$2.15M 0.05%
73,600
252
$2.12M 0.05%
13,707
+1,778
253
$2.1M 0.05%
15,944
-126
254
$2.1M 0.05%
8,686
+192
255
$2.1M 0.05%
14,370
-200
256
$2.1M 0.05%
+42,332
257
$2.09M 0.05%
30,184
+13,405
258
$2.09M 0.05%
71,296
+11,288
259
$2.06M 0.05%
34,626
+10,864
260
$2.06M 0.05%
55,500
-4,634
261
$2.05M 0.04%
8,578
+5
262
$2.04M 0.04%
142,814
-2,782
263
$2.03M 0.04%
74,752
+21,269
264
$2.02M 0.04%
17,567
+406
265
$2.02M 0.04%
7,210
+40
266
$2M 0.04%
52,980
-1,065
267
$1.97M 0.04%
32,359
-373
268
$1.97M 0.04%
9,892
-372
269
$1.96M 0.04%
5,650
-29,013
270
$1.95M 0.04%
30,893
-434
271
$1.92M 0.04%
52,240
+38,611
272
$1.91M 0.04%
13,443
-4,058
273
$1.91M 0.04%
4,064
+27
274
$1.9M 0.04%
148,200
275
$1.89M 0.04%
6,461
-2,626
9 10
11
12 13