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
201
$3.32M 0.07%
29,508
+160
202
$3.32M 0.07%
115,825
203
$3.28M 0.07%
31,490
-17,483
204
$3.26M 0.07%
5,839
+157
205
$3.25M 0.07%
17,668
+96
206
$3.25M 0.07%
31,035
+64
207
$3.25M 0.07%
28,826
-12
208
$3.14M 0.07%
42,400
-1,613
209
$3.12M 0.07%
17,837
-51
210
$3.09M 0.07%
39,374
-1,426
211
$3.06M 0.07%
21,603
+458
212
$3.06M 0.07%
12,937
+116
213
$3.06M 0.07%
96,672
-13,644
214
$3.03M 0.07%
12,775
-8,477
215
$3M 0.07%
20,235
+274
216
$2.99M 0.07%
6,821
+26
217
$2.97M 0.07%
108,042
-205
218
$2.96M 0.06%
40,286
+2,121
219
$2.94M 0.06%
32,041
-251
220
$2.94M 0.06%
12,367
+299
221
$2.85M 0.06%
12,027
-294
222
$2.76M 0.06%
49,131
-135
223
$2.75M 0.06%
67,353
+10,527
224
$2.66M 0.06%
63,816
225
$2.65M 0.06%
36,467
-8,458
7 8
9
10 11