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
101
$9.18M 0.2%
79,222
-222
102
$9.16M 0.2%
335,565
-10,680
103
$9.15M 0.2%
202,411
+158,293
104
$8.73M 0.19%
228,416
-1,022
105
$8.7M 0.19%
77,328
+356
106
$8.64M 0.19%
167,122
-9,279
107
$8.62M 0.19%
55,771
-1,900
108
$8.47M 0.19%
106,835
-4,187
109
$8.32M 0.18%
67,031
+2,831
110
$8.3M 0.18%
49,897
-21,997
111
$8.28M 0.18%
206,550
+357
112
$8.26M 0.18%
51,993
-57,253
113
$8.21M 0.18%
42,681
-201
114
$8.19M 0.18%
43,764
+29
115
$8.05M 0.18%
129,008
-18,572
116
$7.88M 0.17%
184,076
-43,198
117
$7.64M 0.17%
79,427
+164
118
$7.63M 0.17%
316,228
+10,142
119
$7.53M 0.16%
30,249
+125
120
$7.5M 0.16%
68,310
+720
121
$7.4M 0.16%
27,876
+101
122
$7.32M 0.16%
18,226
+670
123
$7.32M 0.16%
47,499
-4,773
124
$7.26M 0.16%
85,081
+1,807
125
$7.17M 0.16%
61,144
-16,671
3 4
5
6 7