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
176
$4.06M 0.09%
34,346
-1,142
177
$3.95M 0.09%
74,522
+20,164
178
$3.88M 0.09%
15,171
-99
179
$3.85M 0.08%
28,161
+698
180
$3.81M 0.08%
15,711
+91
181
$3.79M 0.08%
12,707
+643
182
$3.78M 0.08%
173,812
-14,054
183
$3.76M 0.08%
36,331
+1,041
184
$3.75M 0.08%
87,770
-40,731
185
$3.75M 0.08%
18,931
-3,559
186
$3.62M 0.08%
35,775
+4,672
187
$3.61M 0.08%
20,962
+312
188
$3.54M 0.08%
59,869
+4,063
189
$3.52M 0.08%
61,626
-18,405
190
$3.5M 0.08%
24,230
+6
191
$3.49M 0.08%
11,372
+39
192
$3.47M 0.08%
60,879
+1,007
193
$3.45M 0.08%
9,786
-438
194
$3.41M 0.07%
11,865
+226
195
$3.4M 0.07%
478,811
+200
196
$3.4M 0.07%
90,664
197
$3.38M 0.07%
195,054
+9,984
198
$3.36M 0.07%
44,920
+978
199
$3.35M 0.07%
22,674
+4,318
200
$3.33M 0.07%
23,760
+1,319
6 7
8
9 10