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
451
$11.2M 0.02%
455,782
+28,444
452
$11.2M 0.02%
231,585
+9,639
453
$11.1M 0.02%
10,126
-244
454
$11M 0.02%
34,004
+519
455
$10.9M 0.02%
82,801
+368
456
$10.9M 0.02%
115,014
-73,753
457
$10.9M 0.02%
11,800
+2,072
458
$10.8M 0.02%
124,542
+7,293
459
$10.8M 0.02%
81,614
+11,526
460
$10.8M 0.02%
141,395
+20,962
461
$10.8M 0.02%
55,905
+12,870
462
$10.7M 0.02%
193,128
+50,429
463
$10.7M 0.02%
75,407
+4,168
464
$10.6M 0.02%
210,168
+41,567
465
$10.5M 0.02%
31,443
+2,133
466
$10.5M 0.02%
3,302
+10
467
$10.5M 0.02%
86,390
-3,621
468
$10.5M 0.02%
98,011
-44,882
469
$10.5M 0.02%
174,844
-21,269
470
$10.4M 0.02%
75,456
-46,649
471
$10.4M 0.02%
98,094
-35,722
472
$10.4M 0.02%
77,515
-14,272
473
$10.3M 0.02%
81,265
-3,098
474
$10.2M 0.02%
361,470
-92,179
475
$10.2M 0.02%
82,576
+74,320
17 18
19
20 21