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
426
$12.6M 0.03%
430,133
+300,237
427
$12.4M 0.03%
82,206
-1,008
428
$12.4M 0.03%
82,613
-59,338
429
$12.4M 0.03%
651,085
-16,255
430
$12.3M 0.03%
45,260
-1,973
431
$12.2M 0.03%
118,329
-5,116
432
$12.2M 0.03%
292,235
+7,027
433
$12.1M 0.03%
308,472
-12,890
434
$12M 0.03%
79,782
-6,362
435
$12M 0.03%
+97,268
436
$12M 0.03%
510,665
+27,633
437
$11.9M 0.03%
281,983
+1,366
438
$11.7M 0.03%
+475,594
439
$11.7M 0.03%
272,229
+11,393
440
$11.7M 0.03%
41,687
+3,970
441
$11.5M 0.03%
195,097
-9,952
442
$11.5M 0.03%
19,445
+2,116
443
$11.5M 0.03%
119,980
-9,306
444
$11.5M 0.03%
410,229
+12,932
445
$11.5M 0.02%
565,771
+104,642
446
$11.5M 0.02%
26,478
-437
447
$11.4M 0.02%
32,148
-4,846
448
$11.4M 0.02%
278,226
+2,544
449
$11.3M 0.02%
101,948
-905
450
$11.3M 0.02%
154,537
-11,139
16 17
18
19 20