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
451
$253K 0.02%
+9,658
452
$252K 0.02%
10,247
-6,133
453
$252K 0.02%
+1,950
454
$252K 0.02%
9,692
+360
455
$250K 0.02%
4,815
-364
456
$249K 0.02%
+1,245
457
$248K 0.02%
4,696
458
$247K 0.02%
1,984
-192
459
$241K 0.02%
+2,388
460
$240K 0.02%
+1,075
461
$240K 0.02%
+1,104
462
$237K 0.02%
1,998
-891
463
$235K 0.02%
1,350
464
$235K 0.02%
3,652
465
$234K 0.02%
6,795
+945
466
$234K 0.02%
+13,380
467
$234K 0.02%
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468
$232K 0.02%
+4,850
469
$232K 0.02%
+4,695
470
$232K 0.02%
7,324
-1,533
471
$230K 0.02%
2,840
-29
472
$227K 0.02%
5,868
-244
473
$227K 0.02%
+1,138
474
$226K 0.02%
9,072
-1,467
475
$226K 0.02%
5,641
-15,376
17 18
19
20 21