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
826
$3.83M 0.01%
58,216
+1,374
827
$3.82M 0.01%
25,789
+10,926
828
$3.82M 0.01%
63,835
-14,781
829
$3.79M 0.01%
45,778
+8,403
830
$3.79M 0.01%
+60,237
831
$3.76M 0.01%
47,743
+8,667
832
$3.74M 0.01%
185,885
+53,229
833
$3.73M 0.01%
109,607
+463
834
$3.71M 0.01%
65,304
+6,717
835
$3.71M 0.01%
78,447
-13,689
836
$3.7M 0.01%
56,109
+1,031
837
$3.67M 0.01%
12,780
-1,144
838
$3.66M 0.01%
14,898
+250
839
$3.66M 0.01%
27,366
-3,980
840
$3.63M 0.01%
58,450
-3,209
841
$3.62M 0.01%
32,836
+3,474
842
$3.61M 0.01%
37,072
-17,043
843
$3.61M 0.01%
16,211
+378
844
$3.61M 0.01%
94,595
-1,105
845
$3.59M 0.01%
1,848
+133
846
$3.58M 0.01%
71,276
-277
847
$3.57M 0.01%
19,217
-245
848
$3.54M 0.01%
28,895
+4,355
849
$3.52M 0.01%
116,827
-9,311
850
$3.52M 0.01%
22,091
+14,306
32 33
34
35 36