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
476
$238K 0.02%
1,175
-198
477
$237K 0.02%
3,664
-14,782
478
$236K 0.02%
4,414
479
$236K 0.02%
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480
$236K 0.02%
+1,492
481
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482
$236K 0.02%
4,289
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483
$234K 0.02%
2,227
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484
$231K 0.02%
+1,956
485
$229K 0.02%
1,628
-8,588
486
$226K 0.02%
+6,018
487
$226K 0.02%
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488
$225K 0.02%
3,326
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489
$224K 0.02%
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490
$223K 0.02%
37,820
+7,323
491
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492
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493
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494
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8,243
-8
495
$219K 0.02%
7,370
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496
$217K 0.02%
14,615
497
$217K 0.02%
+11,372
498
$216K 0.02%
+4,713
499
$216K 0.02%
20,630
500
$215K 0.01%
+1,287
18 19
20
21 22