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
201
$1.45M 0.1%
23,118
-3,735
202
$1.4M 0.1%
9,305
-519
203
$1.39M 0.1%
34,190
-2,964
204
$1.38M 0.1%
17,891
-5,219
205
$1.36M 0.09%
14,936
-9,714
206
$1.35M 0.09%
34,197
-616
207
$1.34M 0.09%
17,363
-441
208
$1.34M 0.09%
13,247
+1,486
209
$1.32M 0.09%
11,625
-90
210
$1.31M 0.09%
37,604
+12,210
211
$1.3M 0.09%
56,115
+4,575
212
$1.29M 0.09%
16,295
+1,534
213
$1.29M 0.09%
26,998
+98
214
$1.29M 0.09%
14,617
-691
215
$1.28M 0.09%
26,072
-17
216
$1.28M 0.09%
14,066
-1,457
217
$1.25M 0.09%
16,252
-1,168
218
$1.25M 0.09%
8,320
-170
219
$1.25M 0.09%
33,340
-5,620
220
$1.23M 0.08%
26,229
-3,009
221
$1.22M 0.08%
69,225
-675
222
$1.22M 0.08%
18,932
-244
223
$1.22M 0.08%
21,016
+7,285
224
$1.22M 0.08%
10,610
-658
225
$1.21M 0.08%
18,594
+444
7 8
9
10 11