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
301
$21.7M 0.05%
84,708
+6,113
302
$21.5M 0.05%
413,262
-8,850
303
$21.3M 0.05%
122,280
+9,992
304
$20.9M 0.05%
150,931
-25,653
305
$20.9M 0.05%
1,038,626
+26,183
306
$20.9M 0.05%
44,050
+3,968
307
$20.7M 0.05%
984,023
+101,673
308
$20.7M 0.04%
227,689
-44,403
309
$20.6M 0.04%
764,512
-13,962
310
$20.5M 0.04%
30
+3
311
$20.5M 0.04%
61,240
+64
312
$20.5M 0.04%
97,437
-1,401
313
$20.1M 0.04%
351,178
+95,304
314
$20.1M 0.04%
217,237
+1,398
315
$19.9M 0.04%
341,000
+4,973
316
$19.7M 0.04%
214,099
-2,259
317
$19.5M 0.04%
148,681
+1,309
318
$19.5M 0.04%
85,156
+3,462
319
$19.2M 0.04%
167,544
-4,634
320
$19.2M 0.04%
393,667
+10,718
321
$18.9M 0.04%
83,014
+10,097
322
$18.8M 0.04%
65,385
-700
323
$18.8M 0.04%
321,242
+8,016
324
$18.7M 0.04%
716,327
-91,501
325
$18.5M 0.04%
589,228
+54,080
11 12
13
14 15