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
351
$17M 0.04%
59,470
-10,055
352
$16.9M 0.04%
735,355
-59,055
353
$16.8M 0.04%
297,667
+9,830
354
$16.7M 0.04%
1,829,065
-65,120
355
$16.7M 0.04%
51,580
+206
356
$16.7M 0.04%
71,328
-13,670
357
$16.7M 0.04%
419,002
-14,626
358
$16.6M 0.04%
1,485,612
+1,811
359
$16.5M 0.04%
379,735
+6,236
360
$16.5M 0.04%
212,205
-37,965
361
$16.5M 0.04%
616,435
-292,501
362
$16.4M 0.04%
87,242
+3,655
363
$16.4M 0.04%
334,852
+35,064
364
$16.2M 0.04%
225,972
-34,091
365
$16.2M 0.04%
338,397
-90,898
366
$16.2M 0.04%
136,175
+5,397
367
$16.1M 0.03%
420,542
+46,132
368
$16M 0.03%
422,959
+79,009
369
$15.9M 0.03%
190,015
-1,399
370
$15.8M 0.03%
75,222
+1,980
371
$15.8M 0.03%
89,416
-9,974
372
$15.7M 0.03%
169,248
+50,881
373
$15.5M 0.03%
223,707
-163,829
374
$15.5M 0.03%
243,845
-3,529
375
$15.5M 0.03%
273,700
+2,524
13 14
15
16 17