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
801
$4.04M 0.01%
48,952
+1,023
802
$4.02M 0.01%
88,743
-644
803
$4.02M 0.01%
390,515
-2,943
804
$4.01M 0.01%
14,942
-1,519
805
$4.01M 0.01%
53,656
+48,320
806
$4.01M 0.01%
18,738
-1,894
807
$4.01M 0.01%
161,768
-5,426
808
$4.01M 0.01%
71,663
-12,929
809
$3.98M 0.01%
31,402
+2,970
810
$3.97M 0.01%
99,651
+6,911
811
$3.97M 0.01%
51,174
+2,785
812
$3.95M 0.01%
56,418
+2,428
813
$3.95M 0.01%
25,510
-481
814
$3.95M 0.01%
39,407
+7,247
815
$3.95M 0.01%
66,096
-12,149
816
$3.95M 0.01%
35,835
+1,295
817
$3.92M 0.01%
239,656
-23,789
818
$3.92M 0.01%
256,986
-79,216
819
$3.92M 0.01%
67,189
-49,075
820
$3.91M 0.01%
33,205
+448
821
$3.89M 0.01%
16,589
+2,903
822
$3.86M 0.01%
75,251
+6,169
823
$3.86M 0.01%
61,700
+639
824
$3.84M 0.01%
40,117
-186
825
$3.84M 0.01%
22,506
+707
31 32
33
34 35