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
$1.49B
AUM Growth
-$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.91M
3
+$6.03M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$5.49M
5
ATEC icon
Alphatec Holdings
ATEC
+$4.75M

Top Sells

1
+$37.2M
2
+$30.6M
3
+$14.6M
4
PAYX icon
Paychex
PAYX
+$11.6M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.93M

Sector Composition

1 Technology 15.28%
2 Industrials 12.47%
3 Financials 9.89%
4 Healthcare 9.83%
5 Communication Services 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$225K 0.02%
15,741
+150
477
$225K 0.02%
2,447
-6,992
478
$224K 0.02%
11,591
+1,012
479
$222K 0.01%
+4,456
480
$221K 0.01%
44,666
+21,000
481
$221K 0.01%
+1,729
482
$219K 0.01%
+1,724
483
$219K 0.01%
+10,790
484
$217K 0.01%
2,582
-80
485
$216K 0.01%
+707
486
$215K 0.01%
2,423
-158
487
$215K 0.01%
+3,168
488
$215K 0.01%
3,374
-448
489
$215K 0.01%
1,894
-14,725
490
$214K 0.01%
+2,390
491
$213K 0.01%
66,358
-24,157
492
$213K 0.01%
+4,948
493
$213K 0.01%
+1,293
494
$210K 0.01%
+2,852
495
$209K 0.01%
+3,026
496
$209K 0.01%
1,803
-823
497
$208K 0.01%
+4,827
498
$207K 0.01%
7,624
-18,772
499
$207K 0.01%
+3,465
500
$206K 0.01%
+2,294
18 19
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