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
926
$3.04M 0.01%
28,446
-14,548
927
$3.03M 0.01%
30,765
-6,176
928
$3.02M 0.01%
41,602
+27,049
929
$3.02M 0.01%
124,081
-2,014
930
$3.01M 0.01%
45,250
-8,259
931
$3M 0.01%
87,403
-7,416
932
$2.97M 0.01%
29,096
+342
933
$2.97M 0.01%
11,330
-6,341
934
$2.97M 0.01%
111,035
-1,725
935
$2.96M 0.01%
7,651
-258
936
$2.96M 0.01%
50,652
+299
937
$2.94M 0.01%
42,016
-3,232
938
$2.93M 0.01%
113,136
+20,000
939
$2.92M 0.01%
85,053
+8,145
940
$2.92M 0.01%
46,829
-7,639
941
$2.91M 0.01%
613,025
-55,318
942
$2.91M 0.01%
161,701
-14,681
943
$2.91M 0.01%
70,504
-24,600
944
$2.9M 0.01%
21,463
-2,312
945
$2.9M 0.01%
19,583
+189
946
$2.89M 0.01%
31,284
-4,510
947
$2.88M 0.01%
105,419
-72,857
948
$2.88M 0.01%
20,941
+2,250
949
$2.87M 0.01%
7,118
+262
950
$2.86M 0.01%
167,072
-12,775
36 37
38
39 40