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
76
$11.5M 0.27%
46,704
+1,485
77
$11.4M 0.27%
34,857
+141
78
$11.3M 0.27%
32,010
+28,078
79
$11.3M 0.27%
178,345
-37,814
80
$11.2M 0.27%
50,079
+29,437
81
$11.2M 0.27%
106,571
+24,950
82
$11M 0.26%
45,185
+5,566
83
$11M 0.26%
210,752
+28,739
84
$10.9M 0.26%
144,710
-12,591
85
$10.6M 0.25%
+96,119
86
$10.5M 0.25%
143,858
+973
87
$10.4M 0.25%
178,417
-13,103
88
$10.4M 0.25%
13,753
+12,732
89
$10.4M 0.25%
+131,565
90
$10.3M 0.24%
+480,764
91
$9.81M 0.23%
153,441
-3,551
92
$9.69M 0.23%
113,596
-1,764
93
$9.66M 0.23%
110,845
+218
94
$9.52M 0.23%
79,444
-10,008
95
$9.33M 0.22%
206,127
+2,994
96
$9.24M 0.22%
227,274
-11,515
97
$9.04M 0.21%
44,890
+34,554
98
$9.03M 0.21%
77,815
+2,953
99
$8.86M 0.21%
176,401
-29,604
100
$8.84M 0.21%
152,829
-4,457
2 3
4
5 6