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
651
$5.87M 0.01%
123,892
+6,500
652
$5.87M 0.01%
308,587
+66,056
653
$5.85M 0.01%
38,595
-140
654
$5.84M 0.01%
100,721
-2,160
655
$5.83M 0.01%
167,817
+13,002
656
$5.78M 0.01%
70,407
+718
657
$5.76M 0.01%
20,715
+1,093
658
$5.76M 0.01%
102,918
+43,384
659
$5.74M 0.01%
189,488
-134,660
660
$5.73M 0.01%
184,934
-3,470
661
$5.72M 0.01%
76,364
+12,391
662
$5.72M 0.01%
39,097
+3,874
663
$5.71M 0.01%
26,398
-10,274
664
$5.69M 0.01%
133,540
-100
665
$5.6M 0.01%
36,885
-516
666
$5.6M 0.01%
97,602
+5,602
667
$5.59M 0.01%
29,575
-2,535
668
$5.58M 0.01%
39,704
-1,048
669
$5.56M 0.01%
87,890
-2,679
670
$5.55M 0.01%
42,616
-14,086
671
$5.53M 0.01%
114,832
-2,665
672
$5.53M 0.01%
16,742
+8,586
673
$5.52M 0.01%
45,540
-1,739
674
$5.47M 0.01%
48,761
-5,582
675
$5.46M 0.01%
12,328
-313
25 26
27
28 29