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
451
$494K 0.01%
2,087
-200
452
$493K 0.01%
13,182
453
$493K 0.01%
+11,848
454
$493K 0.01%
7,752
-1,393
455
$491K 0.01%
1,634
-1
456
$489K 0.01%
2,379
+2,250
457
$488K 0.01%
7,930
+2,034
458
$483K 0.01%
+4,803
459
$481K 0.01%
7,854
-6,788
460
$470K 0.01%
3,610
+333
461
$465K 0.01%
7,376
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462
$464K 0.01%
28,943
-6,004
463
$464K 0.01%
13,629
+948
464
$463K 0.01%
+25,000
465
$462K 0.01%
1,288
-2,480
466
$458K 0.01%
4,030
-4
467
$455K 0.01%
6,697
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468
$454K 0.01%
15,738
-1,816
469
$451K 0.01%
24,089
-15,849
470
$450K 0.01%
1,895
-1,890
471
$449K 0.01%
+3,188
472
$449K 0.01%
+1,293
473
$447K 0.01%
8,741
+2,034
474
$446K 0.01%
3,779
-25
475
$445K 0.01%
6,510
-1,340
17 18
19
20 21