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
276
$24.6M 0.05%
63,065
-1,594
277
$24.4M 0.05%
61,951
-2,055
278
$24.3M 0.05%
789,402
+126,596
279
$24.1M 0.05%
380,485
-3,907
280
$24.1M 0.05%
1,586,646
-51,417
281
$24M 0.05%
518,731
-99,249
282
$24M 0.05%
135,287
-17,535
283
$23.9M 0.05%
331,170
-44,340
284
$23.8M 0.05%
549,108
+5,998
285
$23.7M 0.05%
343,025
-98,481
286
$23.7M 0.05%
47,928
-26
287
$23.5M 0.05%
179,934
+11,820
288
$23.4M 0.05%
339,150
+250,577
289
$23.4M 0.05%
541,027
-12,175
290
$23.2M 0.05%
868,964
+27,301
291
$23.2M 0.05%
122,449
+1,070
292
$22.9M 0.05%
670,240
+3,215
293
$22.8M 0.05%
198,520
-22,160
294
$22.7M 0.05%
895,123
+326,108
295
$22.7M 0.05%
895,945
+7,150
296
$22.4M 0.05%
841,997
+70,069
297
$22.1M 0.05%
391,588
+124,144
298
$22M 0.05%
202,660
+5,800
299
$22M 0.05%
257,968
+14,660
300
$22M 0.05%
209,736
-4,370
10 11
12
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