Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$19.4M
2
+$18.7M
3
+$15.2M
4
STE icon
Steris
STE
+$13.7M
5
TWLO icon
Twilio
TWLO
+$7.3M

Top Sells

1
+$10M
2
+$9.49M
3
+$8.28M
4
ATEC icon
Alphatec Holdings
ATEC
+$7.1M
5
GLP icon
Global Partners
GLP
+$5.7M

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
701
$57K ﹤0.01%
10,785
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702
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705
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706
$32K ﹤0.01%
+15,000
707
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200
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