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
851
$3.52M 0.01%
28,947
-1,051
852
$3.51M 0.01%
84,704
+49,309
853
$3.5M 0.01%
13,577
-922
854
$3.49M 0.01%
26,432
+7,529
855
$3.48M 0.01%
11,598
+6,180
856
$3.47M 0.01%
11,574
+2,062
857
$3.46M 0.01%
107,277
-1,541
858
$3.46M 0.01%
30,672
-941
859
$3.44M 0.01%
40,307
+3,380
860
$3.43M 0.01%
42,176
+612
861
$3.42M 0.01%
102,870
+63,754
862
$3.41M 0.01%
73,494
-507
863
$3.41M 0.01%
58,284
-278
864
$3.41M 0.01%
21,476
-1,781
865
$3.41M 0.01%
23,439
+2,425
866
$3.41M 0.01%
62,145
+37,141
867
$3.4M 0.01%
13,409
+711
868
$3.4M 0.01%
267,705
+120,805
869
$3.4M 0.01%
87,461
+14,454
870
$3.4M 0.01%
55,127
+3,215
871
$3.39M 0.01%
35,585
+26,153
872
$3.39M 0.01%
41,353
-6,611
873
$3.38M 0.01%
45,660
+747
874
$3.38M 0.01%
14,204
+98
875
$3.37M 0.01%
34,418
-7,190
33 34
35
36 37