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
$1.44B
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.32M
3
+$3.19M
4
SBUX icon
Starbucks
SBUX
+$3.03M
5
CELG
Celgene Corp
CELG
+$2.63M

Top Sells

1
+$1.92M
2
+$1.62M
3
+$1.55M
4
QCOM icon
Qualcomm
QCOM
+$1.5M
5
CSCO icon
Cisco
CSCO
+$1.49M

Sector Composition

1 Technology 17.12%
2 Financials 10.97%
3 Healthcare 10.28%
4 Industrials 9.99%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$289K 0.02%
6,470
-3,337
427
$286K 0.02%
5,769
-3,152
428
$286K 0.02%
2,810
+174
429
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4,284
430
$285K 0.02%
13,456
+2,924
431
$285K 0.02%
8,123
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432
$282K 0.02%
+10,355
433
$281K 0.02%
1,350
434
$279K 0.02%
7,140
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435
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436
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437
$278K 0.02%
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438
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3,841
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439
$274K 0.02%
18,600
+5,576
440
$273K 0.02%
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441
$271K 0.02%
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$265K 0.02%
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445
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446
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447
$261K 0.02%
2,542
-103
448
$260K 0.02%
+6,731
449
$260K 0.02%
10,448
+103
450
$258K 0.02%
+15,504
16 17
18
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