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
101
$3.82M 0.26%
15,000
+331
102
$3.71M 0.26%
13,922
+957
103
$3.7M 0.26%
145,840
+5,201
104
$3.65M 0.25%
43,062
+1,698
105
$3.64M 0.25%
157,683
-804
106
$3.61M 0.25%
67,678
-9,160
107
$3.58M 0.25%
33,399
+1,610
108
$3.58M 0.25%
46,356
-176
109
$3.55M 0.25%
66,857
-2,182
110
$3.49M 0.24%
36,928
+968
111
$3.44M 0.24%
44,872
-120
112
$3.41M 0.24%
38,720
+531
113
$3.3M 0.23%
35,652
-2,810
114
$3.29M 0.23%
87,283
-3,500
115
$3.22M 0.22%
27,611
+98
116
$3.21M 0.22%
51,730
+3,028
117
$3.2M 0.22%
72,783
-1,456
118
$3.2M 0.22%
14,382
+642
119
$3.11M 0.22%
12,930
-32
120
$3.09M 0.21%
35,666
-1,306
121
$3.09M 0.21%
28,319
-970
122
$3.05M 0.21%
16,918
+616
123
$3.03M 0.21%
58,842
+1,359
124
$2.98M 0.21%
56,397
-1,806
125
$2.96M 0.2%
16,079
+2,178
3 4
5
6 7