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
$4.57B
AUM Growth
+$359M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.2M
3
+$15.1M
4
STE icon
Steris
STE
+$14M
5
TWLO icon
Twilio
TWLO
+$8.29M

Top Sells

1
+$10.1M
2
+$9.1M
3
+$8.77M
4
ATEC icon
Alphatec Holdings
ATEC
+$7.05M
5
GLP icon
Global Partners
GLP
+$6.03M

Sector Composition

1 Technology 18.23%
2 Industrials 11.43%
3 Financials 10.99%
4 Healthcare 8.9%
5 Consumer Discretionary 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$227K 0.01%
2,040
652
$226K ﹤0.01%
+2,054
653
$225K ﹤0.01%
1,252
-3
654
$225K ﹤0.01%
620
-328
655
$224K ﹤0.01%
2,487
656
$224K ﹤0.01%
+3,833
657
$223K ﹤0.01%
909
+146
658
$222K ﹤0.01%
7,573
659
$221K ﹤0.01%
+1,130
660
$220K ﹤0.01%
+1,910
661
$220K ﹤0.01%
1,375
-2,837
662
$216K ﹤0.01%
1,700
-200
663
$215K ﹤0.01%
5,767
-128
664
$215K ﹤0.01%
+3,530
665
$214K ﹤0.01%
2,625
-260
666
$214K ﹤0.01%
14,956
-3,836
667
$213K ﹤0.01%
5,572
668
$211K ﹤0.01%
+7,190
669
$209K ﹤0.01%
+7,668
670
$207K ﹤0.01%
+10,067
671
$207K ﹤0.01%
1,483
-110
672
$207K ﹤0.01%
+18,000
673
$206K ﹤0.01%
+7,361
674
$205K ﹤0.01%
+6,324
675
$204K ﹤0.01%
+2,443
25 26
27
28 29