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
26
$10.8M 0.75%
146,741
+26
27
$10.4M 0.72%
75,439
-407
28
$9.56M 0.66%
133,238
-621
29
$9.52M 0.66%
38,985
+1,568
30
$9.26M 0.64%
128,521
-20,884
31
$9.25M 0.64%
82,713
-395
32
$9.17M 0.64%
34,475
-33
33
$9.02M 0.62%
315,838
-17,151
34
$8.97M 0.62%
30,658
+122
35
$8.53M 0.59%
97,793
+984
36
$8.34M 0.58%
57,679
+101
37
$8.04M 0.56%
177,134
+26,680
38
$7.95M 0.55%
90,468
-4,730
39
$7.93M 0.55%
82,311
-820
40
$7.72M 0.53%
28,598
-1,425
41
$7.53M 0.52%
90,521
+1,015
42
$7.33M 0.51%
46,101
+1,406
43
$6.84M 0.47%
30,485
-23
44
$6.83M 0.47%
76,273
+29,424
45
$6.67M 0.46%
28,416
+582
46
$6.65M 0.46%
162,895
-5,899
47
$6.42M 0.44%
44,207
+158
48
$6.4M 0.44%
190,302
-1,404
49
$6.3M 0.44%
110,767
+53,224
50
$6.15M 0.43%
83,885
+4,631
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