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
676
$5.46M 0.01%
78,886
+7,219
677
$5.44M 0.01%
48,622
+3,893
678
$5.44M 0.01%
31,228
+1,269
679
$5.44M 0.01%
16,483
-204
680
$5.42M 0.01%
46,648
-67
681
$5.4M 0.01%
124,056
-4,656
682
$5.39M 0.01%
64,670
-3,226
683
$5.38M 0.01%
75,454
-6,086
684
$5.34M 0.01%
51,028
-1,231
685
$5.33M 0.01%
46,285
-2,114
686
$5.33M 0.01%
65,997
-86,278
687
$5.31M 0.01%
19,610
-100
688
$5.3M 0.01%
17,173
+448
689
$5.3M 0.01%
45,116
-4,262
690
$5.29M 0.01%
127,160
-7,785
691
$5.29M 0.01%
41,737
+2,713
692
$5.26M 0.01%
26,717
-15,607
693
$5.25M 0.01%
60,173
+37,438
694
$5.25M 0.01%
66,734
+12,322
695
$5.22M 0.01%
108,429
+17,809
696
$5.21M 0.01%
66,600
+10,107
697
$5.2M 0.01%
57,687
+3,976
698
$5.2M 0.01%
23,458
+1,544
699
$5.18M 0.01%
17,660
-460
700
$5.17M 0.01%
76,639
-5,884
26 27
28
29 30