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
426
$567K 0.01%
+5,000
427
$565K 0.01%
7,552
+352
428
$558K 0.01%
+5,777
429
$554K 0.01%
5,893
+839
430
$548K 0.01%
17,370
-1,195
431
$547K 0.01%
8,913
-1,300
432
$547K 0.01%
+7,993
433
$547K 0.01%
6,143
-8,600
434
$546K 0.01%
30,650
+3,175
435
$541K 0.01%
5,309
+327
436
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+1,605
437
$535K 0.01%
15,000
-57
438
$533K 0.01%
20,664
+15,000
439
$533K 0.01%
3,221
+1,034
440
$530K 0.01%
8,040
+6,040
441
$519K 0.01%
+2,390
442
$514K 0.01%
21,089
+102
443
$514K 0.01%
1,599
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444
$512K 0.01%
7,147
+57
445
$506K 0.01%
6,934
-1,492
446
$506K 0.01%
+20,653
447
$505K 0.01%
15,699
-591
448
$501K 0.01%
7,451
-150
449
$500K 0.01%
2,180
+131
450
$494K 0.01%
5,500
+692
16 17
18
19 20