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
476
$486K 0.01%
1,342
+131
477
$483K 0.01%
1,801
+508
478
$483K 0.01%
6,367
-330
479
$478K 0.01%
3,100
+1,071
480
$477K 0.01%
8,823
+82
481
$476K 0.01%
32,050
+1,400
482
$472K 0.01%
7,993
483
$470K 0.01%
2,000
-10
484
$467K 0.01%
3,579
+196
485
$467K 0.01%
5,330
+82
486
$466K 0.01%
7,648
+176
487
$464K 0.01%
2,087
488
$463K 0.01%
5,985
-575
489
$462K 0.01%
3,213
+190
490
$461K 0.01%
1,504
-875
491
$450K 0.01%
5,436
+150
492
$448K 0.01%
41,712
-18,500
493
$447K 0.01%
2,692
-10,526
494
$447K 0.01%
5,032
-32
495
$447K 0.01%
+23,907
496
$442K 0.01%
3,335
-101
497
$441K 0.01%
3,043
+399
498
$437K 0.01%
7,188
499
$433K 0.01%
3,778
-1
500
$431K 0.01%
5,706
-1,228
18 19
20
21 22