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
26
$30M 0.71%
135,962
-1,113
27
$29.9M 0.71%
220,486
+86,179
28
$28.4M 0.67%
177,290
+105,377
29
$28.3M 0.67%
71,140
+3,696
30
$27.7M 0.66%
74,319
+34,333
31
$27.1M 0.64%
135,940
+56,627
32
$26.8M 0.64%
416,777
+23,218
33
$26.8M 0.64%
259,680
-2,480
34
$26.7M 0.63%
203,056
+13,612
35
$26.1M 0.62%
115,215
+11,023
36
$24.9M 0.59%
481,631
-6,136
37
$24.8M 0.59%
336,656
+204,622
38
$24.5M 0.58%
226,776
+107,276
39
$23.7M 0.56%
49,792
+22,624
40
$23.7M 0.56%
167,300
+37,404
41
$22.5M 0.53%
169,769
+15,306
42
$22.2M 0.53%
100,690
+74,365
43
$21.3M 0.51%
77,169
+46,411
44
$20.2M 0.48%
1,382,921
-512,383
45
$19.9M 0.47%
182,469
+66,876
46
$19.5M 0.46%
169,590
+7,644
47
$19.1M 0.45%
74,909
+51,699
48
$18.7M 0.44%
282,463
+167,565
49
$18.7M 0.44%
345,164
+237,296
50
$18.3M 0.44%
71,355
+22,927
1
2
3 4 5