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
151
$2.18M 0.15%
14,774
+1,367
152
$2.16M 0.15%
10,361
+1,615
153
$2.13M 0.15%
123,126
-7,000
154
$2.13M 0.15%
21,601
+119
155
$2.11M 0.15%
300,520
+112,040
156
$2.1M 0.15%
13,059
+248
157
$2.09M 0.14%
27,930
+2,729
158
$2.08M 0.14%
48,706
-911
159
$2.08M 0.14%
12,235
+685
160
$2.05M 0.14%
45,000
161
$2.04M 0.14%
18,349
+692
162
$2.02M 0.14%
15,553
-100
163
$2M 0.14%
24,973
+418
164
$1.99M 0.14%
13,721
+456
165
$1.98M 0.14%
63,375
-10,845
166
$1.98M 0.14%
14,969
+3,394
167
$1.96M 0.14%
35,450
+6,330
168
$1.96M 0.14%
38,348
+3,536
169
$1.93M 0.13%
12,281
-674
170
$1.92M 0.13%
4,744
+157
171
$1.91M 0.13%
54,115
+5,928
172
$1.9M 0.13%
11,582
+1,340
173
$1.89M 0.13%
53,247
-370
174
$1.82M 0.13%
14,878
175
$1.82M 0.13%
28,395
+978
5 6
7
8 9