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
726
$4.81M 0.01%
16,798
+1,573
727
$4.81M 0.01%
27,346
+17,229
728
$4.8M 0.01%
455,368
-5,256
729
$4.8M 0.01%
39,752
-5,402
730
$4.78M 0.01%
106,433
+12,455
731
$4.74M 0.01%
1,554
+151
732
$4.74M 0.01%
39,036
-4,451
733
$4.74M 0.01%
58,971
-2,215
734
$4.72M 0.01%
49,446
+673
735
$4.71M 0.01%
77,850
+89
736
$4.71M 0.01%
200,292
+76,477
737
$4.71M 0.01%
140,833
-3,252
738
$4.7M 0.01%
52,463
+3,865
739
$4.7M 0.01%
158,357
-110,930
740
$4.68M 0.01%
101,508
-2,689
741
$4.67M 0.01%
21,148
+3,131
742
$4.65M 0.01%
111,396
+13,025
743
$4.64M 0.01%
321,866
+128,610
744
$4.64M 0.01%
66,651
-3,643
745
$4.64M 0.01%
84,804
+6,435
746
$4.63M 0.01%
20,650
+2,639
747
$4.62M 0.01%
270,994
+75,538
748
$4.62M 0.01%
172,096
+96
749
$4.6M 0.01%
67,768
-2,661
750
$4.59M 0.01%
42,951
+2,644
28 29
30
31 32