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
$1.44B
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.32M
3
+$3.19M
4
SBUX icon
Starbucks
SBUX
+$3.03M
5
CELG
Celgene Corp
CELG
+$2.63M

Top Sells

1
+$1.92M
2
+$1.62M
3
+$1.55M
4
QCOM icon
Qualcomm
QCOM
+$1.5M
5
CSCO icon
Cisco
CSCO
+$1.49M

Sector Composition

1 Technology 17.12%
2 Financials 10.97%
3 Healthcare 10.28%
4 Industrials 9.99%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$381K 0.03%
9,397
+695
377
$381K 0.03%
7,200
378
$378K 0.03%
+4,997
379
$373K 0.03%
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380
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15,400
381
$370K 0.03%
17,237
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382
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194
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383
$364K 0.03%
6,470
-4,535
384
$363K 0.03%
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385
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10,686
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386
$360K 0.02%
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387
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389
$353K 0.02%
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390
$352K 0.02%
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$352K 0.02%
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20,594
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396
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397
$332K 0.02%
+10,000
398
$330K 0.02%
60,166
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399
$330K 0.02%
15,300
400
$326K 0.02%
46,285
14 15
16
17 18