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
301
$1.58M 0.03%
10,005
-38
302
$1.57M 0.03%
7,662
-563
303
$1.57M 0.03%
5,417
+298
304
$1.56M 0.03%
15,514
-1,324
305
$1.54M 0.03%
+56,975
306
$1.52M 0.03%
7,036
+221
307
$1.52M 0.03%
14,859
+270
308
$1.51M 0.03%
26,606
-2,599
309
$1.49M 0.03%
18,379
+567
310
$1.48M 0.03%
34,278
+3,599
311
$1.47M 0.03%
48,085
-1,243
312
$1.46M 0.03%
5,961
-3,205
313
$1.44M 0.03%
37,900
+500
314
$1.43M 0.03%
100,100
+500
315
$1.42M 0.03%
53,013
-3,971
316
$1.4M 0.03%
25,253
+1,629
317
$1.39M 0.03%
7,457
+104
318
$1.39M 0.03%
12,219
+53
319
$1.37M 0.03%
3,768
320
$1.36M 0.03%
52,336
+1,812
321
$1.35M 0.03%
25,163
+41
322
$1.34M 0.03%
35,082
323
$1.31M 0.03%
22,953
-11,971
324
$1.31M 0.03%
15,981
+538
325
$1.31M 0.03%
10,222
+510
11 12
13
14 15