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
576
$7.73M 0.02%
44,654
-1,701
577
$7.7M 0.02%
172,139
-3,963
578
$7.67M 0.02%
123,341
+7,235
579
$7.66M 0.02%
30,219
+28,188
580
$7.65M 0.02%
169,283
+161,130
581
$7.62M 0.02%
132,331
+8,359
582
$7.61M 0.02%
35,009
-4,292
583
$7.51M 0.02%
186,225
+15,135
584
$7.47M 0.02%
118,726
+32,139
585
$7.44M 0.02%
42,057
-3,549
586
$7.44M 0.02%
36,481
+9,241
587
$7.32M 0.02%
90,477
-106,878
588
$7.32M 0.02%
235,372
-172,416
589
$7.3M 0.02%
131,515
+2,093
590
$7.28M 0.02%
279,373
-184,942
591
$7.24M 0.02%
93,776
-165
592
$7.23M 0.02%
60,620
+3,233
593
$7.2M 0.02%
192,320
-70,680
594
$7.18M 0.02%
55,691
-4,128
595
$7.18M 0.02%
74,123
+52,986
596
$7.12M 0.02%
+139,008
597
$7.12M 0.02%
4,204
-336
598
$7.11M 0.02%
76,885
-438
599
$7.07M 0.02%
55,777
+4,577
600
$7.06M 0.02%
17,476
+859
22 23
24
25 26