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
51
$17.9M 0.39%
347,323
+6,716
52
$17.6M 0.39%
42,387
+3
53
$17.3M 0.38%
527,446
-31,713
54
$17.3M 0.38%
130,563
+34,444
55
$17.3M 0.38%
326,990
+15,840
56
$17.1M 0.37%
70,089
-1,117
57
$16.6M 0.36%
474,032
-17,404
58
$16.3M 0.36%
341,980
+1,720
59
$16.1M 0.35%
150,292
+1,972
60
$15.8M 0.34%
54,914
-16,441
61
$15.7M 0.34%
232,955
-49,508
62
$14.6M 0.32%
104,030
+49,490
63
$14.6M 0.32%
74,171
+631
64
$14.3M 0.31%
195,736
-2,720
65
$14.3M 0.31%
524,600
-1,088
66
$14.2M 0.31%
37,453
+2,596
67
$14.1M 0.31%
127,759
-284
68
$14M 0.31%
+67,948
69
$13.7M 0.3%
134,430
+903
70
$13.4M 0.29%
101,142
+339
71
$13.2M 0.29%
32,197
+187
72
$13M 0.29%
192,385
+5,824
73
$13M 0.29%
47,796
+1,092
74
$12.9M 0.28%
237,989
+27,237
75
$12.8M 0.28%
56,571
+27,069
1 2
3
4 5