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
$4.21B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$47.6M
3
+$45.5M
4
MSFT icon
Microsoft
MSFT
+$37.2M
5
AMZN icon
Amazon
AMZN
+$33.2M

Top Sells

1
+$15.9M
2
+$8.11M
3
+$7.53M
4
INTC icon
Intel
INTC
+$6.76M
5
IBB icon
iShares Biotechnology ETF
IBB
+$6.22M

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
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