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
1026
$2.38M 0.01%
196,250
-170,369
1027
$2.37M 0.01%
20,118
+3,746
1028
$2.36M 0.01%
16,759
-279
1029
$2.35M 0.01%
11,126
+445
1030
$2.35M 0.01%
49,034
+12,362
1031
$2.35M 0.01%
64,809
+33,258
1032
$2.35M 0.01%
34,561
+8,489
1033
$2.35M 0.01%
106,404
-7,848
1034
$2.34M 0.01%
29,432
-2,071
1035
$2.34M 0.01%
+54,446
1036
$2.33M 0.01%
32,929
-1,615
1037
$2.32M 0.01%
29,179
-863
1038
$2.31M 0.01%
24,402
-1,085
1039
$2.31M 0.01%
47,956
-16,073
1040
$2.31M 0.01%
+107,294
1041
$2.31M 0.01%
246,205
+36,101
1042
$2.31M 0.01%
142,300
+124,016
1043
$2.31M 0.01%
24,154
-1,013
1044
$2.31M 0.01%
34,356
+3,890
1045
$2.3M 0.01%
20,247
-601
1046
$2.3M 0.01%
35,413
+1,678
1047
$2.29M 0.01%
12,338
-1,286
1048
$2.28M ﹤0.01%
593,904
+135,896
1049
$2.27M ﹤0.01%
19,979
-1,844
1050
$2.27M ﹤0.01%
4,882
-242
40 41
42
43 44