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
351
$1.11M 0.02%
24,258
+32
352
$1.11M 0.02%
6,677
+73
353
$1.09M 0.02%
17,380
-1,202
354
$1.09M 0.02%
26,125
-958
355
$1.08M 0.02%
35,000
+500
356
$1.08M 0.02%
21,070
-185
357
$1.07M 0.02%
20,417
-2,647
358
$1.06M 0.02%
2,303
-37
359
$1.04M 0.02%
52,000
360
$1.03M 0.02%
6,909
-34
361
$1.02M 0.02%
12,051
+1,562
362
$1.02M 0.02%
5,844
-104
363
$1.01M 0.02%
8,436
+921
364
$1.01M 0.02%
13,820
-401
365
$991K 0.02%
20,420
-1,608
366
$989K 0.02%
10,021
-320
367
$989K 0.02%
11,118
-4
368
$987K 0.02%
25,105
+2,866
369
$978K 0.02%
19,511
+2,673
370
$978K 0.02%
4,488
-1
371
$961K 0.02%
16,878
-6,192
372
$943K 0.02%
15,578
+837
373
$941K 0.02%
6,713
-213
374
$934K 0.02%
12,700
+1,980
375
$933K 0.02%
53,694
-1,236
13 14
15
16 17