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
626
$6.43M 0.01%
104,469
+34,374
627
$6.38M 0.01%
34,496
+2,905
628
$6.37M 0.01%
791,987
-576,214
629
$6.35M 0.01%
82,131
-2,883
630
$6.31M 0.01%
125,747
-74,768
631
$6.3M 0.01%
60,118
-898
632
$6.28M 0.01%
55,796
+11,962
633
$6.26M 0.01%
120,994
-18,414
634
$6.23M 0.01%
59,036
+3,679
635
$6.18M 0.01%
155,580
+22,928
636
$6.18M 0.01%
28,880
-6,252
637
$6.15M 0.01%
29,735
-2,077
638
$6.14M 0.01%
121,028
-6,055
639
$6.13M 0.01%
63,999
+3,063
640
$6.11M 0.01%
581,336
-165,955
641
$6.1M 0.01%
69,463
-8,156
642
$6.04M 0.01%
35,389
-11,975
643
$6.03M 0.01%
46,226
-6,817
644
$5.98M 0.01%
58,524
-1,870
645
$5.98M 0.01%
138,692
+101,846
646
$5.98M 0.01%
200,210
-74,979
647
$5.97M 0.01%
75,705
-5,862
648
$5.95M 0.01%
584,164
+7,631
649
$5.92M 0.01%
29,431
-2,788
650
$5.88M 0.01%
59,327
-9,931
24 25
26
27 28