Cerity Partners Portfolio holdings
AUM
$56.1B
1-Year Return
16.67%
This Quarter Return
+15.66%
1 Year Return
+16.67%
3 Year Return
+60.49%
5 Year Return
+100.94%
10 Year Return
–
AUM
$1.49B
AUM Growth
-$7.71M
(-0.52%)
Cap. Flow
-$221M
Cap. Flow
% of AUM
-14.91%
Top 10 Holdings %
Top 10 Hldgs %
31.24%
Holding
591
New
78
Increased
141
Reduced
281
Closed
62
Top Buys
| 1 |
NUVA
NuVasive, Inc.
NUVA
|
$10.9M |
| 2 |
CMD
Cantel Medical Corporation
CMD
|
$8.91M |
| 3 |
GDS Holdings
GDS
|
$6.03M |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$5.49M |
| 5 |
Alphatec Holdings
ATEC
|
$4.75M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$37.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$30.6M |
| 3 |
Illinois Tool Works
ITW
|
$14.6M |
| 4 |
Paychex
PAYX
|
$11.6M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$9.93M |
Sector Composition
| 1 | Technology | 15.28% |
| 2 | Industrials | 12.47% |
| 3 | Financials | 9.89% |
| 4 | Healthcare | 9.83% |
| 5 | Communication Services | 9.78% |
