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
351
$945K 0.02%
10,401
+709
352
$941K 0.02%
5,948
-218
353
$940K 0.02%
17,508
-990
354
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21,255
+4,868
355
$926K 0.02%
52,000
356
$918K 0.02%
16,838
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357
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358
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6,926
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359
$890K 0.02%
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360
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7,515
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361
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10,489
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362
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54,930
-3,162
363
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+30,000
364
$874K 0.02%
2,340
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365
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47,336
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366
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22,239
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368
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369
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370
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18,990
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371
$848K 0.02%
11,792
-213
372
$835K 0.02%
12,754
-2,126
373
$820K 0.02%
3,610
+301
374
$815K 0.02%
6,274
-1,903
375
$814K 0.02%
10,720
-906
13 14
15
16 17