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
501
$375K 0.01%
4,694
-78
502
$372K 0.01%
8,016
-1,200
503
$368K 0.01%
+4,010
504
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9,028
+11
505
$364K 0.01%
22,227
506
$362K 0.01%
1,211
507
$361K 0.01%
2,663
+600
508
$356K 0.01%
22,196
-65,938
509
$355K 0.01%
6,314
510
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10,076
511
$353K 0.01%
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512
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513
$351K 0.01%
4,180
-1
514
$351K 0.01%
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515
$351K 0.01%
5,920
-3,100
516
$348K 0.01%
6,200
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517
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17,253
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$346K 0.01%
8,507
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$345K 0.01%
10,472
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$345K 0.01%
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$344K 0.01%
9,460
-4,300
522
$343K 0.01%
5,139
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523
$343K 0.01%
9,695
-645
524
$342K 0.01%
15,865
-5,938
525
$340K 0.01%
8,225
19 20
21
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