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
101
$8.7M 0.21%
110,813
+106,289
102
$8.66M 0.21%
392,001
+20,438
103
$8.64M 0.21%
147,580
+98,482
104
$8.61M 0.2%
160,973
+136,575
105
$8.59M 0.2%
229,438
-4,183
106
$8.53M 0.2%
152,799
+3,917
107
$8.5M 0.2%
98,528
+7,506
108
$8.49M 0.2%
80,141
-2,005
109
$8.38M 0.2%
76,972
-14
110
$8.21M 0.2%
111,022
-2,068
111
$8.19M 0.19%
21,385
-10,154
112
$8.19M 0.19%
127,927
-113,394
113
$8.1M 0.19%
42,882
-2,118
114
$7.84M 0.19%
52,272
-3,815
115
$7.66M 0.18%
57,671
-1,732
116
$7.58M 0.18%
64,200
-4,013
117
$7.5M 0.18%
206,193
+184,229
118
$7.46M 0.18%
27,775
+464
119
$7.29M 0.17%
17,556
-3
120
$7.29M 0.17%
+43,735
121
$7.15M 0.17%
79,263
-2,245
122
$7.06M 0.17%
108,396
-31,821
123
$7.02M 0.17%
79,115
+2,828
124
$7M 0.17%
30,124
-1,531
125
$6.97M 0.17%
227,872
-4,756
3 4
5
6 7