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
476
$441K 0.01%
3,436
-22
477
$438K 0.01%
8,818
-8,887
478
$435K 0.01%
5,064
-1,458
479
$435K 0.01%
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480
$433K 0.01%
20,979
-15,671
481
$427K 0.01%
+6,560
482
$423K 0.01%
7,930
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483
$421K 0.01%
8,366
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484
$417K 0.01%
13,664
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485
$414K 0.01%
+16,665
486
$413K 0.01%
5,973
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487
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3,023
-4
488
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355
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489
$404K 0.01%
5,286
490
$403K 0.01%
7,188
491
$401K 0.01%
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493
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14,700
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494
$389K 0.01%
3,383
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495
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496
$387K 0.01%
+1,862
497
$383K 0.01%
+6,311
498
$382K 0.01%
+1,550
499
$382K 0.01%
9,947
-124
500
$378K 0.01%
+20,650
18 19
20
21 22