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
376
$15.5M 0.03%
46,679
-15,211
377
$15.4M 0.03%
171,841
-82,031
378
$15.4M 0.03%
298,402
-7,133
379
$15.2M 0.03%
153,892
-358
380
$15M 0.03%
358,574
-1,264
381
$14.9M 0.03%
121,719
+7,288
382
$14.9M 0.03%
207,860
+8,435
383
$14.8M 0.03%
71,081
-254
384
$14.8M 0.03%
77,391
+5,009
385
$14.8M 0.03%
124,025
-73,928
386
$14.7M 0.03%
63,645
+15,368
387
$14.7M 0.03%
470,226
+74,710
388
$14.6M 0.03%
467,348
-19,305
389
$14.6M 0.03%
558,869
+131,696
390
$14.5M 0.03%
91,339
-2,223
391
$14.5M 0.03%
4,329,489
+411
392
$14.3M 0.03%
287,356
-24,476
393
$14.3M 0.03%
+482,023
394
$14.2M 0.03%
158,748
-251
395
$14.1M 0.03%
175,258
+811
396
$14.1M 0.03%
145,027
-102,373
397
$14M 0.03%
31,909
-1,412
398
$14M 0.03%
800,198
+77,935
399
$14M 0.03%
590,517
+130,461
400
$14M 0.03%
103,531
-6,397
14 15
16
17 18