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
326
$1.17M 0.03%
36,713
-152
327
$1.16M 0.03%
10,171
-799
328
$1.16M 0.03%
7,353
-306
329
$1.15M 0.03%
18,582
-1,049
330
$1.15M 0.03%
18,392
-2,316
331
$1.15M 0.03%
6,296
+982
332
$1.14M 0.03%
13,176
333
$1.13M 0.03%
+12,407
334
$1.13M 0.03%
23,070
-642
335
$1.13M 0.03%
30,406
-17,866
336
$1.12M 0.03%
6,828
-552
337
$1.12M 0.03%
+35,835
338
$1.1M 0.03%
24,226
-352
339
$1.1M 0.03%
22,028
-1,860
340
$1.07M 0.03%
27,083
-464
341
$1.05M 0.03%
6,604
+8
342
$1.04M 0.02%
6,943
-384
343
$1.03M 0.02%
42,528
-1,431
344
$1.02M 0.02%
7,187
-1,501
345
$999K 0.02%
+14,221
346
$998K 0.02%
10,341
-756
347
$991K 0.02%
12,589
-6,687
348
$989K 0.02%
4,489
+1
349
$984K 0.02%
16,115
+2,576
350
$980K 0.02%
34,500
+250
12 13
14
15 16