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
276
$1.88M 0.04%
15,134
+122
277
$1.82M 0.04%
26,978
-1,162
278
$1.82M 0.04%
7,242
+946
279
$1.81M 0.04%
104,489
-5,838
280
$1.81M 0.04%
29,238
+11,730
281
$1.77M 0.04%
89,896
-932
282
$1.77M 0.04%
17,952
+7,551
283
$1.75M 0.04%
57,916
-4,554
284
$1.74M 0.04%
28,994
+146
285
$1.74M 0.04%
16,264
-547
286
$1.73M 0.04%
8,398
-130
287
$1.71M 0.04%
8,968
-3,263
288
$1.71M 0.04%
+50,714
289
$1.67M 0.04%
28,644
-199
290
$1.66M 0.04%
8,533
+758
291
$1.65M 0.04%
28,259
+1,046
292
$1.64M 0.04%
39,324
+16
293
$1.62M 0.04%
16,994
-37
294
$1.61M 0.04%
151,782
+32,984
295
$1.6M 0.04%
7,161
-1,512
296
$1.59M 0.03%
28,175
-462
297
$1.58M 0.03%
35,090
+18,424
298
$1.58M 0.03%
+32,975
299
$1.58M 0.03%
9,670
-11,270
300
$1.58M 0.03%
10,803
-2,424
10 11
12
13 14