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
576
$269K 0.01%
19,607
577
$268K 0.01%
+589
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$268K 0.01%
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579
$268K 0.01%
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-13,978
580
$267K 0.01%
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581
$267K 0.01%
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582
$267K 0.01%
30,000
-20,000
583
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584
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585
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586
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587
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588
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589
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590
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591
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592
$263K 0.01%
18,792
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595
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3,145
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598
$255K 0.01%
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599
$254K 0.01%
2,745
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600
$252K 0.01%
13,196
-3,374
22 23
24
25 26