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
701
$5.16M 0.01%
105,131
+18,880
702
$5.14M 0.01%
47,995
-32,341
703
$5.11M 0.01%
84,748
+2,293
704
$5.1M 0.01%
62,962
+24,609
705
$5.1M 0.01%
66,890
+6,840
706
$5.09M 0.01%
44,244
+5,943
707
$5.08M 0.01%
53,647
-79,297
708
$5.07M 0.01%
11,395
+471
709
$5.06M 0.01%
54,340
-218
710
$5.05M 0.01%
9,057
-108
711
$5.04M 0.01%
35,327
+3,539
712
$5.02M 0.01%
138,030
-4,792
713
$4.99M 0.01%
108,074
+510
714
$4.97M 0.01%
241,286
+1,450
715
$4.95M 0.01%
48,139
-6,113
716
$4.95M 0.01%
87,129
+195
717
$4.95M 0.01%
10,641
+4,340
718
$4.92M 0.01%
135,486
-11,093
719
$4.88M 0.01%
85,509
+269
720
$4.87M 0.01%
25,034
+915
721
$4.85M 0.01%
148,327
-48,086
722
$4.85M 0.01%
111,287
+962
723
$4.84M 0.01%
29,322
-3,107
724
$4.83M 0.01%
97,082
-193
725
$4.82M 0.01%
20,026
+6,521
27 28
29
30 31