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
401
$333K 0.02%
+3,577
402
$330K 0.02%
10,659
+1,013
403
$329K 0.02%
9,067
+14
404
$328K 0.02%
7,395
-3,870
405
$328K 0.02%
+329
406
$326K 0.02%
2,777
+34
407
$322K 0.02%
4,883
408
$321K 0.02%
33,454
+19,454
409
$316K 0.02%
5,234
410
$314K 0.02%
3,620
-503
411
$313K 0.02%
9,587
-6,900
412
$312K 0.02%
1,904
-3,178
413
$311K 0.02%
3,125
-271
414
$311K 0.02%
+4,890
415
$311K 0.02%
4,724
-103
416
$307K 0.02%
2,787
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417
$306K 0.02%
3,714
-7,072
418
$304K 0.02%
6,033
-1,690
419
$302K 0.02%
+13,043
420
$302K 0.02%
2,613
-272
421
$301K 0.02%
1
422
$299K 0.02%
19,473
+753
423
$299K 0.02%
5,776
-1,614
424
$297K 0.02%
+1,481
425
$295K 0.02%
+1,932
15 16
17
18 19