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
401
$13.9M 0.03%
109,229
-5,816
402
$13.9M 0.03%
386,520
-9,130
403
$13.8M 0.03%
83,183
-4,761
404
$13.8M 0.03%
607,649
+250,287
405
$13.7M 0.03%
261,418
-488,312
406
$13.7M 0.03%
156,767
-8,860
407
$13.7M 0.03%
25,541
-761
408
$13.4M 0.03%
229,081
-3,583
409
$13.4M 0.03%
245,497
-16,752
410
$13.2M 0.03%
336,297
-3,268
411
$13.2M 0.03%
76,502
-31,839
412
$13.1M 0.03%
59,645
-69
413
$13M 0.03%
30,261
-16,654
414
$13M 0.03%
286,256
-3,722
415
$13M 0.03%
1,044,718
+51,282
416
$13M 0.03%
139,828
+95,116
417
$12.9M 0.03%
55,352
+9,778
418
$12.8M 0.03%
239,479
-29,666
419
$12.8M 0.03%
223,748
+92,619
420
$12.8M 0.03%
430,920
+31,616
421
$12.8M 0.03%
59,460
+1,769
422
$12.7M 0.03%
165,889
-8,454
423
$12.6M 0.03%
16,060
+512
424
$12.6M 0.03%
26,113
-430
425
$12.6M 0.03%
249,804
-4,105
15 16
17
18 19