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
601
$7.06M 0.02%
68,255
+1,773
602
$7.03M 0.02%
25,406
+2,229
603
$6.98M 0.02%
51,834
-434
604
$6.96M 0.02%
115,591
-11,735
605
$6.92M 0.02%
32,004
+14,407
606
$6.91M 0.02%
36,517
-5,585
607
$6.91M 0.02%
160,966
-3,343
608
$6.87M 0.01%
77,166
+8,994
609
$6.8M 0.01%
115,637
-17,026
610
$6.75M 0.01%
87,689
+5,578
611
$6.74M 0.01%
155,475
-26,737
612
$6.74M 0.01%
50,954
+741
613
$6.74M 0.01%
366,980
614
$6.71M 0.01%
316,540
+14,338
615
$6.7M 0.01%
161,367
-2,201
616
$6.66M 0.01%
195,357
-13,239
617
$6.65M 0.01%
6,342
-63
618
$6.64M 0.01%
15,147
-1,236
619
$6.63M 0.01%
+103,327
620
$6.62M 0.01%
62,185
-14,158
621
$6.6M 0.01%
61,319
+5,954
622
$6.59M 0.01%
69,326
-4,922
623
$6.58M 0.01%
219,451
-61,795
624
$6.57M 0.01%
115,036
+20,063
625
$6.51M 0.01%
146,146
-3,170
23 24
25
26 27