Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$10.2M
2
+$10.1M
3
+$5.29M
4
GDS icon
GDS Holdings
GDS
+$5.11M
5
ATEC icon
Alphatec Holdings
ATEC
+$3.48M

Top Sells

1
+$36.2M
2
+$29.4M
3
+$14.1M
4
PAYX icon
Paychex
PAYX
+$10.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$9.54M

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
526
$63K ﹤0.01%
14,608
+9
527
$35K ﹤0.01%
23,811
-2,644
528
$18K ﹤0.01%
105
529
$8K ﹤0.01%
+13,000
530
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531
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535
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536
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