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
951
$2.85M 0.01%
59,396
-8,192
952
$2.85M 0.01%
38,586
+2,215
953
$2.85M 0.01%
83,854
-19,187
954
$2.84M 0.01%
59,280
-1,120
955
$2.84M 0.01%
17,188
+1,355
956
$2.82M 0.01%
19,299
+1,765
957
$2.82M 0.01%
38,248
-5,561
958
$2.81M 0.01%
91,822
-37,158
959
$2.8M 0.01%
61,163
-2,694
960
$2.79M 0.01%
30,135
+2,288
961
$2.79M 0.01%
46,228
-54,182
962
$2.78M 0.01%
24,525
-2,775
963
$2.78M 0.01%
84,626
-9,335
964
$2.77M 0.01%
35,403
+4,192
965
$2.77M 0.01%
63,264
-583
966
$2.76M 0.01%
13,904
-1,118
967
$2.76M 0.01%
4,862
+1
968
$2.75M 0.01%
31,158
-21,078
969
$2.74M 0.01%
20,401
+1,539
970
$2.73M 0.01%
42,685
-2,335
971
$2.72M 0.01%
44,772
-1,320
972
$2.7M 0.01%
3,660
-891
973
$2.7M 0.01%
38,503
-1,297
974
$2.69M 0.01%
34,623
+154
975
$2.69M 0.01%
60,590
+8,873
37 38
39
40 41