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
176
$3.67M 0.09%
11,130
+2,689
177
$3.61M 0.09%
97,860
-1,120
178
$3.58M 0.08%
11,333
-107
179
$3.44M 0.08%
110,316
-312
180
$3.43M 0.08%
12,064
-536
181
$3.41M 0.08%
43,942
+4,998
182
$3.38M 0.08%
+110,309
183
$3.37M 0.08%
35,488
-4,092
184
$3.31M 0.08%
59,872
+3,603
185
$3.31M 0.08%
11,520
+2,594
186
$3.29M 0.08%
90,664
-6,061
187
$3.27M 0.08%
11,639
+4,479
188
$3.23M 0.08%
19,030
-2,054
189
$3.21M 0.08%
55,806
+36,231
190
$3.2M 0.08%
20,650
+1,682
191
$3.16M 0.08%
44,013
+1,717
192
$3.16M 0.08%
17,888
+907
193
$3.15M 0.07%
20,940
-39,138
194
$3.13M 0.07%
30,971
-6,158
195
$3.06M 0.07%
+478,611
196
$3.02M 0.07%
15,620
-97
197
$3M 0.07%
24,224
-1,408
198
$3M 0.07%
36,735
+10,383
199
$2.98M 0.07%
12,321
+1,582
200
$2.97M 0.07%
21,145
+5,902
6 7
8
9 10