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
251
$28.4M 0.06%
540,833
+5,895
252
$28.3M 0.06%
761,887
+654,258
253
$28.2M 0.06%
214,261
+1,210
254
$28.1M 0.06%
909,296
+8,304
255
$28.1M 0.06%
235,340
-12,337
256
$28.1M 0.06%
93,230
-15,290
257
$27.7M 0.06%
276,185
-25,578
258
$27.7M 0.06%
36,991
-3,204
259
$27.6M 0.06%
1,536,635
-17,006
260
$27.5M 0.06%
193,920
+16,960
261
$27.4M 0.06%
187,009
-2,951
262
$27.3M 0.06%
79,394
-4,409
263
$27.2M 0.06%
71,384
-15,709
264
$27.1M 0.06%
911,712
+658,942
265
$27M 0.06%
125,657
-5,029
266
$26.8M 0.06%
553,496
-59,285
267
$26.7M 0.06%
1,175,220
+47,535
268
$26.6M 0.06%
523,618
-64,055
269
$26.3M 0.06%
802,385
+16,844
270
$25.7M 0.06%
277,230
+3,072
271
$25.6M 0.06%
117,479
-311
272
$25.2M 0.05%
242,145
+24,173
273
$24.8M 0.05%
44,913
+689
274
$24.7M 0.05%
521,929
+8,111
275
$24.7M 0.05%
295,990
+6,255
9 10
11
12 13