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
151
$5.55M 0.12%
76,368
-32,028
152
$5.48M 0.12%
97,841
-80,576
153
$5.45M 0.12%
34,895
+3,099
154
$5.36M 0.12%
113,997
-92,130
155
$5.34M 0.12%
21,929
+240
156
$5.31M 0.12%
27,194
-1,406
157
$5.29M 0.12%
+54,685
158
$5.19M 0.11%
81,774
159
$5.16M 0.11%
283,222
+18,255
160
$5.09M 0.11%
9,255
+4,590
161
$4.89M 0.11%
185,540
-13,367
162
$4.83M 0.11%
89,945
-3,150
163
$4.75M 0.1%
21,340
+3,443
164
$4.68M 0.1%
41,434
+3,222
165
$4.58M 0.1%
66,512
-12,903
166
$4.52M 0.1%
81,421
-1,518
167
$4.44M 0.1%
28,976
+27,287
168
$4.37M 0.1%
17,326
-2
169
$4.36M 0.1%
32,652
+574
170
$4.35M 0.1%
15,032
-171
171
$4.29M 0.09%
125,813
-8,780
172
$4.19M 0.09%
81,454
-1,280
173
$4.14M 0.09%
19,464
-189
174
$4.13M 0.09%
34,783
-506
175
$4.11M 0.09%
49,677
-6,103
5 6
7
8 9