Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.1B
AUM Growth
+$7.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,784
New
Increased
Reduced
Closed

Top Buys

1 +$218M
2 +$217M
3 +$195M
4
BAC icon
Bank of America
BAC
+$189M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$154M

Sector Composition

1 Technology 17.8%
2 Financials 8.42%
3 Healthcare 6.12%
4 Industrials 4.99%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NEOG icon
2426
Neogen
NEOG
$1.45B
$146K ﹤0.01%
+30,453
MCW icon
2427
Mister Car Wash
MCW
$1.65B
$144K ﹤0.01%
23,958
+501
ECC
2428
Eagle Point Credit Co
ECC
$786M
$142K ﹤0.01%
18,595
-333
TDUP icon
2429
ThredUp
TDUP
$981M
$142K ﹤0.01%
19,011
+1,190
ALDX icon
2430
Aldeyra Therapeutics
ALDX
$312M
$140K ﹤0.01%
+36,577
SMRT icon
2431
SmartRent
SMRT
$284M
$138K ﹤0.01%
139,209
+97,876
AVTR icon
2432
Avantor
AVTR
$7.93B
$137K ﹤0.01%
+10,211
SNBR icon
2433
Sleep Number
SNBR
$97.8M
$135K ﹤0.01%
+19,941
UTZ icon
2434
Utz Brands
UTZ
$898M
$134K ﹤0.01%
10,661
-501
GES icon
2435
Guess Inc
GES
$882M
$134K ﹤0.01%
+11,046
BMBL icon
2436
Bumble
BMBL
$446M
$132K ﹤0.01%
19,962
+2,857
XERS icon
2437
Xeris Biopharma Holdings
XERS
$1.21B
$131K ﹤0.01%
28,128
-3,723
EPM icon
2438
Evolution Petroleum
EPM
$158M
$131K ﹤0.01%
27,947
-5,957
SITC icon
2439
SITE Centers
SITC
$382M
$130K ﹤0.01%
+11,455
SVV icon
2440
Savers
SVV
$1.28B
$129K ﹤0.01%
+12,658
CIG icon
2441
CEMIG Preferred Shares
CIG
$6.49B
$128K ﹤0.01%
65,070
-33,729
MODG icon
2442
Topgolf Callaway Brands
MODG
$1.94B
$127K ﹤0.01%
15,831
-346
HBI icon
2443
Hanesbrands
HBI
$2.29B
$127K ﹤0.01%
27,750
+3,288
FFWM icon
2444
First Foundation Inc
FFWM
$430M
$127K ﹤0.01%
24,837
+34
CODI icon
2445
Compass Diversified
CODI
$417M
$123K ﹤0.01%
19,581
+7,718
VREX icon
2446
Varex Imaging
VREX
$513M
$123K ﹤0.01%
+14,155
ANGO icon
2447
AngioDynamics
ANGO
$519M
$123K ﹤0.01%
12,359
-570
ELP icon
2448
Copel
ELP
$8.1B
$122K ﹤0.01%
13,402
-424
VKQ icon
2449
Invesco Municipal Trust
VKQ
$539M
$120K ﹤0.01%
13,098
RGP icon
2450
Resources Connection
RGP
$149M
$120K ﹤0.01%
22,310
+1,072