Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$19.4M
2
+$18.7M
3
+$15.2M
4
STE icon
Steris
STE
+$13.7M
5
TWLO icon
Twilio
TWLO
+$7.3M

Top Sells

1
+$10M
2
+$9.49M
3
+$8.28M
4
ATEC icon
Alphatec Holdings
ATEC
+$7.1M
5
GLP icon
Global Partners
GLP
+$5.7M

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
426
$654K 0.01%
7,635
-671
427
$654K 0.01%
3,763
+542
428
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6,895
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429
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10,527
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430
$631K 0.01%
6,492
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431
$628K 0.01%
15,059
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432
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9,129
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433
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10,225
-1,000
434
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10,889
435
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19,120
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436
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16,375
437
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+12,826
438
$607K 0.01%
7,785
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439
$605K 0.01%
10,032
+4,059
440
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3,412
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441
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442
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443
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2,435
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444
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7,000
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445
$580K 0.01%
9,427
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446
$573K 0.01%
5,859
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447
$571K 0.01%
39,166
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448
$569K 0.01%
3,610
449
$569K 0.01%
1,617
+12
450
$560K 0.01%
256
-2
16 17
18
19 20