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
751
$4.58M 0.01%
56,564
-3,320
752
$4.58M 0.01%
60,935
+7,953
753
$4.49M 0.01%
571,685
+56,142
754
$4.49M 0.01%
16,075
-437
755
$4.48M 0.01%
202,134
-18,713
756
$4.47M 0.01%
65,208
+46,051
757
$4.47M 0.01%
27,509
-1,390
758
$4.46M 0.01%
24,177
+568
759
$4.46M 0.01%
319,730
-33,313
760
$4.45M 0.01%
3,401
+183
761
$4.44M 0.01%
25,397
+2,824
762
$4.44M 0.01%
38,471
-4,005
763
$4.42M 0.01%
7,259
+424
764
$4.41M 0.01%
39,982
-6,879
765
$4.39M 0.01%
26,916
-638
766
$4.37M 0.01%
32,879
+611
767
$4.34M 0.01%
+61,237
768
$4.34M 0.01%
47,298
+8,230
769
$4.32M 0.01%
6,569
+1,160
770
$4.3M 0.01%
69,757
-6,859
771
$4.29M 0.01%
11,494
+826
772
$4.29M 0.01%
94,905
-2,337
773
$4.29M 0.01%
181,929
+48,341
774
$4.28M 0.01%
29,460
+283
775
$4.27M 0.01%
51,343
-676
29 30
31
32 33