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
401
$777K 0.02%
+88,208
402
$773K 0.02%
2,523
+45
403
$768K 0.02%
8,006
-229
404
$764K 0.02%
44,999
405
$763K 0.02%
1,972
+373
406
$762K 0.02%
44,460
-2,876
407
$748K 0.02%
6,745
+326
408
$745K 0.02%
27,210
409
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28,094
+1,960
410
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8,814
-1
411
$719K 0.02%
30,000
412
$716K 0.02%
1,036
+46
413
$694K 0.02%
3,211
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414
$691K 0.02%
+1,734
415
$690K 0.02%
21,520
+400
416
$689K 0.02%
31,940
+14,687
417
$687K 0.02%
5,954
-85
418
$687K 0.02%
11,978
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419
$684K 0.02%
3,634
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420
$681K 0.01%
5,481
+227
421
$676K 0.01%
31,419
+18,146
422
$675K 0.01%
2,626
-662
423
$669K 0.01%
1,512
-2
424
$661K 0.01%
11,065
-494
425
$657K 0.01%
1,431
+748
15 16
17
18 19