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
176
$1.81M 0.13%
+73,320
177
$1.8M 0.12%
906
+80
178
$1.79M 0.12%
18,868
-1,960
179
$1.79M 0.12%
6,531
+3,870
180
$1.76M 0.12%
19,174
+17
181
$1.76M 0.12%
55,894
+86
182
$1.74M 0.12%
9,770
-134
183
$1.72M 0.12%
510,960
184
$1.72M 0.12%
17,960
-137
185
$1.71M 0.12%
31,506
-4,695
186
$1.69M 0.12%
31,236
+128
187
$1.66M 0.12%
12,810
+1
188
$1.65M 0.11%
56,592
+1,982
189
$1.6M 0.11%
27,715
-2,434
190
$1.58M 0.11%
16,881
-36
191
$1.57M 0.11%
21,952
-233
192
$1.57M 0.11%
8,667
-829
193
$1.56M 0.11%
19,014
-163
194
$1.51M 0.1%
11,856
-1,782
195
$1.5M 0.1%
23,252
-3,876
196
$1.48M 0.1%
13,140
+1,729
197
$1.47M 0.1%
11,340
-82
198
$1.46M 0.1%
25,856
+9
199
$1.46M 0.1%
7,109
-628
200
$1.45M 0.1%
7,425
-174
6 7
8
9 10