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
326
$18.5M 0.04%
277,941
+5,180
327
$18.3M 0.04%
286,619
-174,228
328
$18.3M 0.04%
89,459
-39,775
329
$18.2M 0.04%
138,055
+11,336
330
$18.2M 0.04%
342,999
+154,494
331
$18.1M 0.04%
298,774
+11,741
332
$18.1M 0.04%
75,462
+1,685
333
$18M 0.04%
68,507
-16,748
334
$17.9M 0.04%
359,539
+26,925
335
$17.9M 0.04%
875,963
+33,390
336
$17.9M 0.04%
+386,909
337
$17.7M 0.04%
268,141
+1,476
338
$17.7M 0.04%
93,071
-28,625
339
$17.7M 0.04%
107,555
+1,070
340
$17.6M 0.04%
139,875
+29,215
341
$17.6M 0.04%
62,520
+2,175
342
$17.6M 0.04%
1,087,268
+21,412
343
$17.5M 0.04%
148,988
-1,733
344
$17.5M 0.04%
72,583
+6,287
345
$17.3M 0.04%
55,200
+1,667
346
$17.3M 0.04%
82,860
-22,031
347
$17.2M 0.04%
572,686
+187,520
348
$17.2M 0.04%
53,118
+373
349
$17.1M 0.04%
793,970
+2,529
350
$17.1M 0.04%
264,038
+2,577
12 13
14
15 16