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
451
$257K 0.02%
10,410
+618
452
$257K 0.02%
2,353
+14
453
$256K 0.02%
3,442
+56
454
$256K 0.02%
2,013
+57
455
$256K 0.02%
7,684
+47
456
$255K 0.02%
1,993
-194
457
$254K 0.02%
5,837
+864
458
$253K 0.02%
2,341
-134
459
$253K 0.02%
7,834
+1,414
460
$253K 0.02%
6,329
-661
461
$252K 0.02%
15,682
+3,767
462
$252K 0.02%
3,715
+101
463
$251K 0.02%
1,888
+62
464
$250K 0.02%
21,336
-1,674
465
$249K 0.02%
5,786
+252
466
$248K 0.02%
5,175
-484
467
$248K 0.02%
5,009
-38
468
$246K 0.02%
5,154
-679
469
$245K 0.02%
4,751
+1,112
470
$243K 0.02%
58,655
471
$243K 0.02%
5,003
-425
472
$242K 0.02%
+1,235
473
$241K 0.02%
15,822
+2,328
474
$240K 0.02%
2,478
-38
475
$239K 0.02%
5,974
+276
17 18
19
20 21