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
301
$1.37M 0.03%
49,328
-700
302
$1.35M 0.03%
5,842
-39,153
303
$1.35M 0.03%
+215,317
304
$1.34M 0.03%
118,798
+55,777
305
$1.32M 0.03%
15,665
-2,689
306
$1.32M 0.03%
9,472
-8,389
307
$1.31M 0.03%
16,779
-80
308
$1.29M 0.03%
+35,082
309
$1.29M 0.03%
23,624
+485
310
$1.29M 0.03%
25,122
+58
311
$1.28M 0.03%
48,860
+2
312
$1.27M 0.03%
14,869
-1,840
313
$1.27M 0.03%
15,443
+2,849
314
$1.27M 0.03%
23,064
-2,994
315
$1.26M 0.03%
53,483
+15,171
316
$1.26M 0.03%
50,524
+2,884
317
$1.25M 0.03%
19,645
+8,948
318
$1.24M 0.03%
11,458
+7
319
$1.24M 0.03%
+12,166
320
$1.22M 0.03%
3,768
-376
321
$1.22M 0.03%
9,712
-319
322
$1.22M 0.03%
17,830
-483
323
$1.21M 0.03%
+23,762
324
$1.2M 0.03%
33,217
325
$1.18M 0.03%
1,999
-125
11 12
13
14 15