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
201
$2.96M 0.07%
185,070
+198
202
$2.96M 0.07%
31,103
-5,786
203
$2.95M 0.07%
35,290
-579
204
$2.93M 0.07%
44,925
+19,459
205
$2.91M 0.07%
17,572
+936
206
$2.86M 0.07%
+40,800
207
$2.86M 0.07%
22,441
+341
208
$2.86M 0.07%
108,247
-1,226
209
$2.8M 0.07%
29,348
-156
210
$2.79M 0.07%
28,838
+1,522
211
$2.79M 0.07%
+115,825
212
$2.76M 0.07%
49,266
-1,155
213
$2.76M 0.07%
19,961
-6,833
214
$2.75M 0.07%
12,821
+219
215
$2.73M 0.06%
54,358
+14,610
216
$2.72M 0.06%
6,795
-685
217
$2.69M 0.06%
5,682
+11
218
$2.67M 0.06%
12,068
-56
219
$2.67M 0.06%
104,080
-12,124
220
$2.64M 0.06%
38,165
+397
221
$2.63M 0.06%
7,717
+3,031
222
$2.52M 0.06%
9,087
-20,093
223
$2.51M 0.06%
32,292
+2,824
224
$2.48M 0.06%
63,816
225
$2.46M 0.06%
48,103
+1,396
7 8
9
10 11