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
1001
$2.54M 0.01%
301
-57
1002
$2.53M 0.01%
4,350
+503
1003
$2.51M 0.01%
27,677
+1,279
1004
$2.51M 0.01%
19,261
-724
1005
$2.51M 0.01%
60,881
-25,566
1006
$2.51M 0.01%
226,881
-16,237
1007
$2.5M 0.01%
7,479
-314
1008
$2.5M 0.01%
165,449
+125,607
1009
$2.5M 0.01%
221,515
+3,908
1010
$2.49M 0.01%
74,497
+3,716
1011
$2.48M 0.01%
23,728
+213
1012
$2.48M 0.01%
478,448
-215,969
1013
$2.46M 0.01%
72,538
+4,912
1014
$2.44M 0.01%
7,096
+435
1015
$2.44M 0.01%
54,521
+6,737
1016
$2.44M 0.01%
87,341
-11,631
1017
$2.43M 0.01%
57,476
-5,320
1018
$2.42M 0.01%
66,035
+8,461
1019
$2.42M 0.01%
9,814
+529
1020
$2.41M 0.01%
73,884
+45,890
1021
$2.41M 0.01%
14,077
-409
1022
$2.41M 0.01%
223,818
-16,390
1023
$2.4M 0.01%
57,464
-710
1024
$2.39M 0.01%
+97,729
1025
$2.39M 0.01%
9,674
+580
39 40
41
42 43