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
376
$930K 0.02%
+42,450
377
$921K 0.02%
11,787
-5
378
$919K 0.02%
6,215
-91
379
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3,714
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380
$883K 0.02%
4,089
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381
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17,774
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382
$871K 0.02%
47,744
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383
$865K 0.02%
9,348
+1,118
384
$862K 0.02%
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385
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16,100
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386
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387
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388
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70,000
389
$836K 0.02%
10,333
-619
390
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391
$831K 0.02%
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$826K 0.02%
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393
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394
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31,902
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395
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25,875
396
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5,980
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397
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398
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5,296
-117
399
$781K 0.02%
52,566
+3,810
400
$777K 0.02%
5,939
+1,114
14 15
16
17 18