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
$46.1B
AUM Growth
+$931M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,662
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$106M
3
+$94.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$92.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$84.6M

Top Sells

1
+$78.3M
2
+$35.2M
3
+$31.8M
4
SMLR icon
Semler Scientific
SMLR
+$31.7M
5
MSFT icon
Microsoft
MSFT
+$28.7M

Sector Composition

1 Technology 16.52%
2 Financials 7.81%
3 Healthcare 6.36%
4 Consumer Discretionary 5.15%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.8M 0.07%
337,878
+70,549
227
$33.8M 0.07%
326,865
+19,047
228
$33.8M 0.07%
125,146
+22,277
229
$33.3M 0.07%
69,077
-20,010
230
$33.2M 0.07%
657,958
-1,552,224
231
$32.8M 0.07%
200,915
+4,193
232
$32.6M 0.07%
111,115
+2,125
233
$32.5M 0.07%
299,570
+21,549
234
$32.5M 0.07%
378,751
+30,440
235
$31.9M 0.07%
344,539
+432
236
$31.7M 0.07%
318,841
-28,425
237
$31.7M 0.07%
232,507
-49,731
238
$31.3M 0.07%
339,737
-14,413
239
$31M 0.07%
310,489
-4,999
240
$30.6M 0.07%
607,946
-3,838
241
$30.2M 0.07%
57,626
-1,466
242
$30.2M 0.07%
118,941
-1,737
243
$29.7M 0.06%
269,557
+5,730
244
$29.2M 0.06%
449,235
+40,296
245
$28.9M 0.06%
169,557
-66,040
246
$28.8M 0.06%
230,848
-2,587
247
$28.8M 0.06%
1,210,839
-417
248
$28.8M 0.06%
126,048
+4,594
249
$28.7M 0.06%
227,414
+1,300
250
$28.4M 0.06%
364,069
-45,637
8 9
10
11 12