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
551
$308K 0.01%
5,180
-8,490
552
$308K 0.01%
+2,177
553
$306K 0.01%
+1,515
554
$306K 0.01%
1,857
-18
555
$304K 0.01%
32,110
+1,810
556
$304K 0.01%
2,025
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557
$299K 0.01%
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558
$298K 0.01%
6,742
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559
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560
$294K 0.01%
6,425
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561
$293K 0.01%
1,363
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562
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563
$281K 0.01%
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564
$281K 0.01%
7,029
-1,304
565
$280K 0.01%
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569
$277K 0.01%
36,276
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570
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571
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+1,638
572
$275K 0.01%
7,002
-12,244
573
$274K 0.01%
+22,550
574
$273K 0.01%
238
+2
575
$271K 0.01%
+5,514
21 22
23
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