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
126
$6.92M 0.16%
+346,245
127
$6.78M 0.16%
+67,590
128
$6.74M 0.16%
306,086
-64,800
129
$6.64M 0.16%
+54,540
130
$6.57M 0.16%
29,502
-2,244
131
$6.43M 0.15%
83,274
-17,538
132
$6.34M 0.15%
174,947
-64,350
133
$6.21M 0.15%
+159,388
134
$6.14M 0.15%
44,753
-13
135
$6.09M 0.14%
87,897
136
$5.97M 0.14%
26,190
+24,346
137
$5.91M 0.14%
36,692
-12,647
138
$5.77M 0.14%
16,206
+2,953
139
$5.72M 0.14%
107,218
-9,038
140
$5.5M 0.13%
104,421
+9,565
141
$5.41M 0.13%
77,067
+1,690
142
$5.4M 0.13%
21,689
-1,882
143
$5.38M 0.13%
81,774
144
$5.16M 0.12%
10,836
-232
145
$5.13M 0.12%
79,415
-237
146
$5.08M 0.12%
22,692
+3,642
147
$5.04M 0.12%
245,412
+3,244
148
$5.04M 0.12%
21,252
-299
149
$4.97M 0.12%
128,501
-17,598
150
$4.94M 0.12%
31,796
+18,857
4 5
6
7 8