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
676
$203K ﹤0.01%
14,000
677
$202K ﹤0.01%
3,066
+11
678
$201K ﹤0.01%
+555
679
$200K ﹤0.01%
+2,532
680
$198K ﹤0.01%
+19,700
681
$190K ﹤0.01%
14,780
682
$177K ﹤0.01%
10,000
683
$173K ﹤0.01%
11,551
684
$171K ﹤0.01%
2,778
-25
685
$164K ﹤0.01%
12,307
-217,614
686
$153K ﹤0.01%
10,041
687
$151K ﹤0.01%
10,000
688
$148K ﹤0.01%
25,000
689
$140K ﹤0.01%
18,800
+300
690
$126K ﹤0.01%
10,532
691
$125K ﹤0.01%
+720
692
$113K ﹤0.01%
500
693
$113K ﹤0.01%
13,988
694
$105K ﹤0.01%
+10,000
695
$101K ﹤0.01%
+10,100
696
$99K ﹤0.01%
+11,645
697
$97K ﹤0.01%
10,000
698
$95K ﹤0.01%
2,460
699
$84K ﹤0.01%
12,640
-2,950
700
$75K ﹤0.01%
12,110
+10
26 27
28
29 30