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
476
$10.1M 0.02%
53,813
-374
477
$10.1M 0.02%
1,321,196
-17,648
478
$10.1M 0.02%
27,800
+2,331
479
$10M 0.02%
32,336
-230
480
$9.9M 0.02%
202,344
-13,508
481
$9.9M 0.02%
464,576
-50,073
482
$9.85M 0.02%
259,769
-17,262
483
$9.83M 0.02%
984,045
+659,993
484
$9.74M 0.02%
50,737
+10,188
485
$9.74M 0.02%
185,488
+102,314
486
$9.69M 0.02%
177,483
-40,217
487
$9.67M 0.02%
155,657
-11,688
488
$9.61M 0.02%
65,939
+62,505
489
$9.57M 0.02%
45,094
-6,283
490
$9.53M 0.02%
62,253
+8,287
491
$9.53M 0.02%
300,070
+292,548
492
$9.5M 0.02%
80,972
+73,874
493
$9.49M 0.02%
288,737
-164,656
494
$9.48M 0.02%
68,899
+19,203
495
$9.47M 0.02%
120,357
-10,710
496
$9.46M 0.02%
57,858
-661
497
$9.34M 0.02%
93,838
+84,895
498
$9.33M 0.02%
28,126
-1,569
499
$9.27M 0.02%
130,809
-6,012
500
$9.22M 0.02%
183,317
+7,618
18 19
20
21 22