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
51
$176M 0.38%
3,436,633
+1,770
52
$175M 0.38%
533,151
-20,475
53
$175M 0.38%
1,205,747
+52,307
54
$174M 0.38%
2,246,483
+206,677
55
$166M 0.36%
266,611
-2,646
56
$162M 0.35%
3,271,594
+27,251
57
$158M 0.34%
873,918
+39,454
58
$158M 0.34%
1,767,365
+33,846
59
$157M 0.34%
1,302,915
-44,755
60
$154M 0.33%
5,635,367
+2,083,517
61
$153M 0.33%
819,398
-57,806
62
$151M 0.33%
5,305,626
+58,399
63
$145M 0.31%
761,649
+127,056
64
$145M 0.31%
3,283,155
+434,651
65
$144M 0.31%
4,176,321
-13,884
66
$144M 0.31%
351,687
+134,854
67
$144M 0.31%
393,754
+5,619
68
$142M 0.31%
848,151
-37,119
69
$140M 0.3%
2,387,046
-48,639
70
$138M 0.3%
895,928
-49,012
71
$135M 0.29%
394,571
+12,212
72
$135M 0.29%
2,353,732
+91,342
73
$135M 0.29%
2,329,765
+38,539
74
$133M 0.29%
3,573,299
-855,683
75
$132M 0.29%
453,804
+5,128
1 2
3
4 5