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
76
$12.8M 0.28%
40,218
-3,312
77
$12.2M 0.27%
146,564
+1,854
78
$12M 0.26%
13,766
+13
79
$11.9M 0.26%
178,189
-156
80
$11.5M 0.25%
49,933
-146
81
$11.5M 0.25%
44,093
-1,092
82
$11.3M 0.25%
28,758
+21,041
83
$11.3M 0.25%
107,891
+1,320
84
$10.9M 0.24%
81,337
-8,033
85
$10.8M 0.24%
131,387
-178
86
$10.8M 0.24%
152,717
+8,859
87
$10.8M 0.24%
113,096
-500
88
$10.7M 0.23%
38,552
+27,032
89
$10.4M 0.23%
400,152
-1,450
90
$10.3M 0.23%
29,118
-15,022
91
$10.3M 0.23%
50,015
+5,125
92
$10.3M 0.23%
109,523
-1,290
93
$10.2M 0.22%
161,407
+7,966
94
$9.96M 0.22%
451,267
+59,266
95
$9.78M 0.21%
113,495
+14,967
96
$9.73M 0.21%
148,859
-3,970
97
$9.67M 0.21%
80,895
+754
98
$9.57M 0.21%
19,521
-1,864
99
$9.52M 0.21%
150,884
-1,915
100
$9.21M 0.2%
104,649
-6,196
2 3
4
5 6