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
776
$4.26M 0.01%
96,711
-6,812
777
$4.26M 0.01%
47,904
-1,677
778
$4.24M 0.01%
26,220
+2,763
779
$4.23M 0.01%
63,173
-4,288
780
$4.21M 0.01%
14,837
-1,223
781
$4.2M 0.01%
55,191
+1,960
782
$4.19M 0.01%
34,515
-626
783
$4.19M 0.01%
141,205
-13,116
784
$4.18M 0.01%
41,782
-5,097
785
$4.16M 0.01%
8,580
-2,052
786
$4.15M 0.01%
22,730
-20
787
$4.13M 0.01%
64,094
-3,072
788
$4.13M 0.01%
50,830
+2,681
789
$4.13M 0.01%
246,297
-182,436
790
$4.12M 0.01%
22,860
+12,298
791
$4.11M 0.01%
36,749
+340
792
$4.1M 0.01%
113,114
-6,066
793
$4.1M 0.01%
82,104
+5,328
794
$4.1M 0.01%
11,588
+2,702
795
$4.09M 0.01%
130,138
+718
796
$4.08M 0.01%
50,845
+2,852
797
$4.06M 0.01%
552,243
-255
798
$4.06M 0.01%
34,920
+1,956
799
$4.06M 0.01%
80,892
+10,312
800
$4.05M 0.01%
31,181
-1,780
30 31
32
33 34