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
501
$9.21M 0.02%
345,137
+324,314
502
$9.21M 0.02%
126,834
+4,012
503
$9.17M 0.02%
86,521
+21,353
504
$9.14M 0.02%
296,924
-13,040
505
$9.12M 0.02%
112,324
+19,860
506
$9.12M 0.02%
124,017
-4,696
507
$9.11M 0.02%
217,115
+26,301
508
$9.1M 0.02%
56,048
+3,594
509
$9.1M 0.02%
78,132
-2,543
510
$9.1M 0.02%
636,775
+154,484
511
$9.09M 0.02%
158,601
-26,888
512
$9.08M 0.02%
65,452
-2,277
513
$9.08M 0.02%
87,510
-39,525
514
$9.06M 0.02%
50,715
+4,954
515
$9.05M 0.02%
31,974
+1,348
516
$9.02M 0.02%
274,430
-15,431
517
$9M 0.02%
95,601
+4,497
518
$9M 0.02%
110,503
-136,607
519
$8.99M 0.02%
69,804
+12,325
520
$8.99M 0.02%
100,811
-789
521
$8.97M 0.02%
242,530
-111,714
522
$8.96M 0.02%
39,887
+430
523
$8.95M 0.02%
4,926
+51
524
$8.93M 0.02%
119,267
+7,352
525
$8.9M 0.02%
+176,600
19 20
21
22 23