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
676
$134K ﹤0.01%
500
677
$129K ﹤0.01%
+2,460
678
$123K ﹤0.01%
10,532
679
$115K ﹤0.01%
2,000
680
$112K ﹤0.01%
13,988
681
$100K ﹤0.01%
+10,000
682
$95K ﹤0.01%
200
683
$88K ﹤0.01%
15,590
-860
684
$75K ﹤0.01%
+19,016
685
$67K ﹤0.01%
+12,282
686
$55K ﹤0.01%
12,100
+100
687
$49K ﹤0.01%
+14,232
688
$49K ﹤0.01%
213,500
-235,648
689
$44K ﹤0.01%
4,000
690
$42K ﹤0.01%
+1,230
691
$30K ﹤0.01%
12,717
-3,569
692
$23K ﹤0.01%
+200
693
– –
0
694
– –
-20,714
695
– –
-2,052
696
– –
-5,929
697
– –
-6,337
698
– –
-15,331
699
– –
-41,912
700
– –
-1,129
26 27
28
29 30