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
51
$17.9M 0.42%
69,935
-3,946
52
$17.8M 0.42%
50,587
+8,031
53
$17.8M 0.42%
559,159
+6,219
54
$17.3M 0.41%
109,246
+60,496
55
$16.7M 0.4%
340,607
-1,624
56
$16.2M 0.39%
491,436
+8,534
57
$16.2M 0.39%
311,150
+243,000
58
$15.8M 0.37%
340,260
+244,620
59
$15.1M 0.36%
71,206
-18,707
60
$15M 0.36%
198,456
+121,522
61
$14.5M 0.35%
148,320
-387
62
$14.2M 0.34%
525,688
-802
63
$14.2M 0.34%
+401,602
64
$14.1M 0.33%
44,140
+14,856
65
$14M 0.33%
58,638
+12,353
66
$13.9M 0.33%
42,384
-6,171
67
$13.7M 0.33%
+128,043
68
$13.2M 0.31%
73,540
+63,364
69
$13.1M 0.31%
71,894
+68,133
70
$12.7M 0.3%
43,530
-258
71
$12.5M 0.3%
186,561
+11,005
72
$12.3M 0.29%
+100,803
73
$12.3M 0.29%
133,527
+2,589
74
$11.8M 0.28%
34,663
+28,929
75
$11.6M 0.28%
89,370
+37,282
1 2
3
4 5