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
526
$8.89M 0.02%
91,447
+5,454
527
$8.85M 0.02%
404,482
+32,608
528
$8.77M 0.02%
216,711
+29,029
529
$8.77M 0.02%
73,548
-21,938
530
$8.76M 0.02%
30,928
+9,540
531
$8.76M 0.02%
110,483
-47,246
532
$8.72M 0.02%
357,468
+15,834
533
$8.68M 0.02%
75,123
+1,559
534
$8.68M 0.02%
122,154
-10,995
535
$8.67M 0.02%
195,759
-8,061
536
$8.59M 0.02%
90,683
-58,540
537
$8.59M 0.02%
38,751
+37,270
538
$8.59M 0.02%
100,167
+4,049
539
$8.52M 0.02%
73,605
-4,321
540
$8.49M 0.02%
198,937
+19,363
541
$8.39M 0.02%
166,769
+15,945
542
$8.39M 0.02%
50,354
-2,630
543
$8.36M 0.02%
783,997
-34,017
544
$8.35M 0.02%
113,866
-3,992
545
$8.34M 0.02%
+202,886
546
$8.33M 0.02%
244,350
-9,648
547
$8.33M 0.02%
89,917
-4,598
548
$8.3M 0.02%
109,529
+5,654
549
$8.27M 0.02%
51,871
+20,229
550
$8.24M 0.02%
73,174
-59,026
20 21
22
23 24