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
426
$295K 0.02%
+3,932
427
$294K 0.02%
7,331
+208
428
$292K 0.02%
1,185
-95
429
$290K 0.02%
+14,768
430
$290K 0.02%
1,848
+339
431
$289K 0.02%
2,255
+171
432
$288K 0.02%
+1,896
433
$288K 0.02%
1,600
434
$285K 0.02%
+7,065
435
$284K 0.02%
5,711
-1,395
436
$284K 0.02%
5,211
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437
$281K 0.02%
+3,950
438
$277K 0.02%
+4,029
439
$276K 0.02%
2,442
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440
$275K 0.02%
1,061
-106
441
$274K 0.02%
5,364
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443
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444
$267K 0.02%
3,822
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445
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446
$262K 0.02%
16,706
-16,706
447
$260K 0.02%
3,200
+1,280
448
$259K 0.02%
1,954
+124
449
$257K 0.02%
+6,348
450
$257K 0.02%
14,660
+5,586
16 17
18
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