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
$1.44B
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.32M
3
+$3.19M
4
SBUX icon
Starbucks
SBUX
+$3.03M
5
CELG
Celgene Corp
CELG
+$2.63M

Top Sells

1
+$1.92M
2
+$1.62M
3
+$1.55M
4
QCOM icon
Qualcomm
QCOM
+$1.5M
5
CSCO icon
Cisco
CSCO
+$1.49M

Sector Composition

1 Technology 17.12%
2 Financials 10.97%
3 Healthcare 10.28%
4 Industrials 9.99%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.14M 0.43%
16,716
-168
52
$6.02M 0.42%
28,132
+678
53
$5.83M 0.4%
34,249
-1,662
54
$5.76M 0.4%
32,721
+1,276
55
$5.68M 0.39%
168,678
+2,516
56
$5.62M 0.39%
83,016
-2,107
57
$5.45M 0.38%
501,842
-107,165
58
$5.42M 0.38%
90,273
-285
59
$5.39M 0.37%
182,866
+1,107
60
$5.35M 0.37%
130,597
-1,927
61
$5.34M 0.37%
65,466
+744
62
$5.28M 0.37%
33,087
+614
63
$5.13M 0.36%
43,909
-381
64
$5.13M 0.36%
91,512
-3,102
65
$5.11M 0.35%
74,999
-1,664
66
$5.11M 0.35%
42,394
+682
67
$5.08M 0.35%
92,100
+4,888
68
$5.06M 0.35%
22,237
-1,929
69
$5.04M 0.35%
75,511
-5,690
70
$5.02M 0.35%
120,021
-2,148
71
$5.01M 0.35%
116,783
+4,185
72
$4.82M 0.33%
95,166
73
$4.72M 0.33%
29,014
-257
74
$4.72M 0.33%
316,463
-19,784
75
$4.68M 0.32%
61,228
-598
1 2
3
4 5