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
526
$338K 0.01%
17,000
+1,670
527
$337K 0.01%
4,522
-1,331
528
$337K 0.01%
6,323
529
$335K 0.01%
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530
$332K 0.01%
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531
$331K 0.01%
3,759
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532
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2,644
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7,926
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$323K 0.01%
6,696
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535
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536
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14,510
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537
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7,155
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538
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1,294
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539
$320K 0.01%
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540
$319K 0.01%
4,290
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541
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545
$312K 0.01%
12,617
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546
$311K 0.01%
3,637
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547
$311K 0.01%
2,304
-235
548
$309K 0.01%
4,654
+1,306
549
$309K 0.01%
12,573
-250
550
$308K 0.01%
1,625
20 21
22
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