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
$4.57B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.2M
3
+$15.1M
4
STE icon
Steris
STE
+$14M
5
TWLO icon
Twilio
TWLO
+$8.29M

Top Sells

1
+$10.1M
2
+$9.1M
3
+$8.77M
4
ATEC icon
Alphatec Holdings
ATEC
+$7.05M
5
GLP icon
Global Partners
GLP
+$6.03M

Sector Composition

1 Technology 18.23%
2 Industrials 11.43%
3 Financials 10.99%
4 Healthcare 8.9%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.4M 0.71%
265,160
+5,480
27
$30.1M 0.66%
131,027
-4,935
28
$29.9M 0.65%
125,737
-10,203
29
$29.8M 0.65%
221,168
+682
30
$29.2M 0.64%
49,850
+58
31
$28.2M 0.62%
169,989
-7,301
32
$26.9M 0.59%
195,909
-7,147
33
$26.9M 0.59%
401,313
-15,464
34
$26.7M 0.58%
117,855
+2,640
35
$26.2M 0.57%
65,527
-8,792
36
$25.8M 0.56%
228,751
+1,975
37
$25.7M 0.56%
179,569
+9,800
38
$25.6M 0.56%
328,528
-8,128
39
$25.3M 0.55%
477,727
-3,904
40
$24.6M 0.54%
1,607,258
-460,504
41
$23.5M 0.52%
158,913
-8,387
42
$23.4M 0.51%
202,109
+32,519
43
$22.4M 0.49%
76,149
-1,020
44
$22.4M 0.49%
101,797
+1,107
45
$21.2M 0.46%
189,610
+7,141
46
$20.2M 0.44%
72,723
+2,788
47
$20.2M 0.44%
51,009
+422
48
$19.9M 0.44%
349,511
+4,347
49
$19M 0.42%
79,194
+4,285
50
$18.1M 0.4%
1,173,118
-209,803
1
2
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