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
126
$7.07M 0.15%
26,158
-32,480
127
$7.03M 0.15%
46,647
+1,894
128
$7M 0.15%
224,008
-3,864
129
$6.83M 0.15%
174,281
-666
130
$6.72M 0.15%
119,720
-8,207
131
$6.72M 0.15%
67,813
-11,302
132
$6.67M 0.15%
110,416
-50,557
133
$6.67M 0.15%
27,549
+4,857
134
$6.65M 0.15%
+69,172
135
$6.53M 0.14%
+109,024
136
$6.5M 0.14%
87,797
-100
137
$6.46M 0.14%
156,310
-3,078
138
$6.43M 0.14%
248,268
-232,496
139
$6.33M 0.14%
30,460
+11,430
140
$6.09M 0.13%
27,047
+5,961
141
$6.07M 0.13%
36,521
-171
142
$6M 0.13%
25,670
-520
143
$5.97M 0.13%
260,884
+15,472
144
$5.93M 0.13%
16,254
+48
145
$5.85M 0.13%
106,019
-1,199
146
$5.79M 0.13%
74,429
-2,638
147
$5.78M 0.13%
106,882
+2,461
148
$5.72M 0.13%
126,403
+7,605
149
$5.65M 0.12%
16,379
+5,249
150
$5.63M 0.12%
11,457
+621
4 5
6
7 8