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
501
$214K 0.01%
+3,853
502
$213K 0.01%
+5,316
503
$213K 0.01%
+1,729
504
$210K 0.01%
24,507
+3,414
505
$210K 0.01%
3,922
-415
506
$210K 0.01%
+3,092
507
$209K 0.01%
+2,072
508
$206K 0.01%
+2,764
509
$205K 0.01%
+1,479
510
$204K 0.01%
+218
511
$203K 0.01%
+5,672
512
$201K 0.01%
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513
$200K 0.01%
+2,425
514
$200K 0.01%
1,977
-249
515
$198K 0.01%
34,672
-50,328
516
$191K 0.01%
1,592
+90
517
$176K 0.01%
1,658
518
$165K 0.01%
34,199
+174
519
$127K 0.01%
19,940
+2,707
520
$117K 0.01%
+13,721
521
$115K 0.01%
+10,152
522
$107K 0.01%
17,883
-281
523
$104K 0.01%
11,227
-1,382
524
$82K 0.01%
8,188
+1,188
525
$79K 0.01%
+2,092
19 20
21
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