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
876
$3.36M 0.01%
25,290
+1,214
877
$3.36M 0.01%
83,345
+69,413
878
$3.33M 0.01%
39,523
-1,571
879
$3.32M 0.01%
21,920
+925
880
$3.31M 0.01%
11,743
+5,573
881
$3.31M 0.01%
70,704
-43,706
882
$3.31M 0.01%
26,669
-888
883
$3.3M 0.01%
129,190
+75,701
884
$3.3M 0.01%
34,060
+8,662
885
$3.29M 0.01%
192,652
+7,242
886
$3.29M 0.01%
76,043
-1,263
887
$3.28M 0.01%
24,253
+1,102
888
$3.28M 0.01%
24,919
-6,137
889
$3.27M 0.01%
29,876
+6,740
890
$3.27M 0.01%
58,923
-10,655
891
$3.27M 0.01%
33,031
-3,230
892
$3.27M 0.01%
136,750
-58,258
893
$3.27M 0.01%
16,822
+3,448
894
$3.24M 0.01%
115,379
-36,659
895
$3.24M 0.01%
13,525
+506
896
$3.24M 0.01%
7,588
-1,738
897
$3.22M 0.01%
40,614
-11,249
898
$3.21M 0.01%
17,494
-3,553
899
$3.21M 0.01%
195,268
-57,768
900
$3.21M 0.01%
79,563
-31,875
34 35
36
37 38