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
976
$2.67M 0.01%
73,931
+2,405
977
$2.67M 0.01%
30,834
-9,984
978
$2.67M 0.01%
15,727
-1,319
979
$2.67M 0.01%
50,060
+17,138
980
$2.66M 0.01%
94,108
+80
981
$2.66M 0.01%
24,296
-1,740
982
$2.63M 0.01%
1,274
-16
983
$2.63M 0.01%
67,249
-2,620
984
$2.63M 0.01%
171,736
+4,513
985
$2.62M 0.01%
24,658
-690
986
$2.62M 0.01%
277,697
-1,969
987
$2.61M 0.01%
565,340
-92,575
988
$2.61M 0.01%
59,642
+25,328
989
$2.6M 0.01%
16,274
+6,280
990
$2.6M 0.01%
47,905
-23,979
991
$2.6M 0.01%
47,693
-24,345
992
$2.59M 0.01%
243,908
+1,008
993
$2.59M 0.01%
79,705
-39,406
994
$2.58M 0.01%
28,338
+2,521
995
$2.58M 0.01%
29,504
-4,005
996
$2.57M 0.01%
36,839
-4,090
997
$2.56M 0.01%
15,589
+1,163
998
$2.56M 0.01%
34,440
999
$2.55M 0.01%
30,893
+1,138
1000
$2.54M 0.01%
12,410
+58
38 39
40
41 42