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
276
$1.71M 0.04%
90,828
+17,886
277
$1.68M 0.04%
70,266
-344
278
$1.68M 0.04%
8,494
+142
279
$1.66M 0.04%
60,008
+33,878
280
$1.65M 0.04%
28,848
+130
281
$1.64M 0.04%
8,225
-40
282
$1.63M 0.04%
4,037
-3,318
283
$1.61M 0.04%
14,570
+940
284
$1.58M 0.04%
17,031
-434
285
$1.58M 0.04%
39,308
286
$1.54M 0.04%
28,637
+6,030
287
$1.52M 0.04%
27,213
+11,510
288
$1.51M 0.04%
17,812
-3,806
289
$1.5M 0.04%
148,200
+10,000
290
$1.48M 0.04%
30,679
+14,126
291
$1.48M 0.04%
7,775
-282
292
$1.47M 0.04%
29,205
293
$1.46M 0.03%
+16,838
294
$1.45M 0.03%
7,170
+994
295
$1.44M 0.03%
56,984
-6,531
296
$1.44M 0.03%
+14,589
297
$1.41M 0.03%
5,119
+3
298
$1.4M 0.03%
+10,043
299
$1.38M 0.03%
6,815
-221
300
$1.37M 0.03%
99,600
+19,900
10 11
12
13 14