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
901
$3.21M 0.01%
24,399
-4,679
902
$3.19M 0.01%
56,489
+38,548
903
$3.18M 0.01%
66,588
-49,191
904
$3.17M 0.01%
107,781
+55,424
905
$3.17M 0.01%
17,701
+190
906
$3.17M 0.01%
49,560
-14,760
907
$3.16M 0.01%
41,443
-2,664
908
$3.16M 0.01%
+60,733
909
$3.16M 0.01%
97,983
+105
910
$3.15M 0.01%
43,472
-2,278
911
$3.14M 0.01%
17,189
-483
912
$3.13M 0.01%
50,809
+1,137
913
$3.13M 0.01%
11,848
+802
914
$3.12M 0.01%
104,295
+7,758
915
$3.12M 0.01%
70,450
+11,915
916
$3.11M 0.01%
13,307
-1,970
917
$3.09M 0.01%
1,568
+75
918
$3.09M 0.01%
15,430
-4,207
919
$3.09M 0.01%
292,538
-221,367
920
$3.09M 0.01%
13,836
+1,400
921
$3.08M 0.01%
46,172
-6,547
922
$3.08M 0.01%
23,629
-267
923
$3.08M 0.01%
55,000
-1,307
924
$3.06M 0.01%
50,771
-862
925
$3.06M 0.01%
10,227
-1,013
35 36
37
38 39