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
$1.49B
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.91M
3
+$6.03M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$5.49M
5
ATEC icon
Alphatec Holdings
ATEC
+$4.75M

Top Sells

1
+$37.2M
2
+$30.6M
3
+$14.6M
4
PAYX icon
Paychex
PAYX
+$11.6M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.93M

Sector Composition

1 Technology 15.28%
2 Industrials 12.47%
3 Financials 9.89%
4 Healthcare 9.83%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$370K 0.02%
4,602
-422
377
$368K 0.02%
7,200
378
$365K 0.02%
8,824
-5,117
379
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+1,098
380
$361K 0.02%
2,906
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381
$357K 0.02%
+12,370
382
$357K 0.02%
17,274
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383
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$355K 0.02%
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3,655
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386
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387
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390
$346K 0.02%
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391
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396
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1,416
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398
$336K 0.02%
+10,369
399
$335K 0.02%
14,196
+1,848
400
$335K 0.02%
+8,178
14 15
16
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