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
551
$8.23M 0.02%
31,212
-393
552
$8.22M 0.02%
23,136
-683
553
$8.19M 0.02%
247,523
-11,618
554
$8.17M 0.02%
89,362
+26,467
555
$8.16M 0.02%
52,012
-5,397
556
$8.15M 0.02%
157,175
-6,395
557
$8.13M 0.02%
6,072
-1,197
558
$8.12M 0.02%
214,157
+25,930
559
$8.09M 0.02%
80,171
-15,666
560
$8.08M 0.02%
68,582
+2,752
561
$8.02M 0.02%
51,686
+1,702
562
$8.02M 0.02%
54,973
-2,988
563
$8.01M 0.02%
151,707
+2,433
564
$7.97M 0.02%
282,850
+14,696
565
$7.97M 0.02%
197,078
+24,066
566
$7.96M 0.02%
93,764
+85,214
567
$7.96M 0.02%
630,921
-808
568
$7.9M 0.02%
17,316
-725
569
$7.89M 0.02%
15,964
-1,204
570
$7.88M 0.02%
213,133
+192,955
571
$7.87M 0.02%
298,668
+57,265
572
$7.85M 0.02%
338,704
+309,994
573
$7.83M 0.02%
70,747
+3,302
574
$7.76M 0.02%
507,619
-197,752
575
$7.75M 0.02%
233,475
+20,050
21 22
23
24 25