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
$4.21B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$47.5M
3
+$43.3M
4
MSFT icon
Microsoft
MSFT
+$37.8M
5
AMZN icon
Amazon
AMZN
+$32.4M

Top Sells

1
+$15.9M
2
+$9.08M
3
+$7.49M
4
INTC icon
Intel
INTC
+$7.26M
5
IBB icon
iShares Biotechnology ETF
IBB
+$5.89M

Sector Composition

1 Technology 17.98%
2 Industrials 11.87%
3 Financials 10.81%
4 Healthcare 9.53%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$642K 0.02%
10,889
402
$641K 0.02%
8,815
-4,390
403
$641K 0.02%
21,120
+2,180
404
$639K 0.02%
3,152
-198
405
$635K 0.02%
1,514
+36
406
$634K 0.02%
4,212
-16
407
$626K 0.01%
25,875
408
$619K 0.01%
9,799
-500
409
$615K 0.01%
3,711
-241
410
$615K 0.01%
39,049
-279
411
$611K 0.01%
990
-123
412
$610K 0.01%
2,478
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413
$607K 0.01%
3,350
414
$605K 0.01%
60,212
-6,796
415
$605K 0.01%
+11,225
416
$602K 0.01%
18,616
+1,446
417
$602K 0.01%
+44,999
418
$601K 0.01%
258
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419
$600K 0.01%
9,423
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420
$597K 0.01%
48,756
+423
421
$595K 0.01%
15,048
-589
422
$582K 0.01%
3,389
+895
423
$579K 0.01%
4,825
+1,887
424
$579K 0.01%
14,558
425
$578K 0.01%
16,375
-4,585
15 16
17
18 19