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
126
$2.92M 0.2%
43,140
+1,346
127
$2.92M 0.2%
37,775
+655
128
$2.83M 0.2%
132,811
+868
129
$2.83M 0.2%
23,176
+102
130
$2.83M 0.2%
20,320
+554
131
$2.8M 0.19%
12,239
-384
132
$2.76M 0.19%
19,400
133
$2.7M 0.19%
44,801
-1,043
134
$2.67M 0.18%
39,300
-1,600
135
$2.66M 0.18%
36,497
-1,006
136
$2.63M 0.18%
65,450
+5,505
137
$2.61M 0.18%
+18,726
138
$2.48M 0.17%
13,300
-220
139
$2.47M 0.17%
67,377
+216
140
$2.43M 0.17%
54,463
-1,595
141
$2.42M 0.17%
41,736
+2,241
142
$2.3M 0.16%
27,890
-1,134
143
$2.29M 0.16%
32,000
-1,000
144
$2.27M 0.16%
13,026
+4,719
145
$2.26M 0.16%
7,639
+414
146
$2.26M 0.16%
27,365
+298
147
$2.24M 0.16%
13,377
+1,022
148
$2.23M 0.15%
51,859
+285
149
$2.19M 0.15%
52,308
+5,768
150
$2.19M 0.15%
13,096
-232
4 5
6
7 8