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
76
$4.65M 0.32%
30,657
+27
77
$4.6M 0.32%
88,840
+42,770
78
$4.58M 0.32%
119,098
-5,505
79
$4.52M 0.31%
33,819
-320
80
$4.51M 0.31%
97,586
-2,706
81
$4.51M 0.31%
23,659
+1,675
82
$4.4M 0.3%
21,220
+190
83
$4.37M 0.3%
55,444
-13,283
84
$4.35M 0.3%
11,705
-105
85
$4.33M 0.3%
33,947
+1,000
86
$4.23M 0.29%
95,552
-196
87
$4.19M 0.29%
54,505
-5
88
$4.18M 0.29%
58,924
+1,170
89
$4.11M 0.28%
123,967
+782
90
$4.05M 0.28%
58,792
-692
91
$4.04M 0.28%
66,346
+626
92
$4.03M 0.28%
32,984
-51
93
$4.01M 0.28%
15,029
+193
94
$3.99M 0.28%
71,976
95
$3.98M 0.28%
24,625
-962
96
$3.98M 0.28%
26,106
+21,750
97
$3.9M 0.27%
44,366
+638
98
$3.87M 0.27%
73,697
+1,613
99
$3.86M 0.27%
78,140
-3,088
100
$3.86M 0.27%
71,087
-44
2 3
4
5 6