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
151
$4.92M 0.12%
28,600
+1,385
152
$4.85M 0.12%
93,095
-925
153
$4.84M 0.11%
82,939
+3,488
154
$4.64M 0.11%
118,798
+1,405
155
$4.63M 0.11%
+198,907
156
$4.6M 0.11%
55,780
-7,906
157
$4.57M 0.11%
80,031
-20,862
158
$4.51M 0.11%
21,086
+10,789
159
$4.41M 0.1%
264,967
+249,636
160
$4.36M 0.1%
134,593
-10,589
161
$4.29M 0.1%
187,866
-28,732
162
$4.29M 0.1%
17,328
+1,019
163
$4.26M 0.1%
15,203
+443
164
$4.15M 0.1%
38,212
+1,663
165
$4.1M 0.1%
+15,270
166
$4.1M 0.1%
32,078
+202
167
$4.08M 0.1%
+48,973
168
$4.07M 0.1%
27,463
+1,231
169
$4.01M 0.1%
19,653
-2,548
170
$3.94M 0.09%
35,289
-810
171
$3.91M 0.09%
82,734
+7,283
172
$3.86M 0.09%
22,490
-1,107
173
$3.83M 0.09%
10,224
+141
174
$3.74M 0.09%
110,327
-12,219
175
$3.7M 0.09%
17,897
+5,301
5 6
7
8 9