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
1076
$2.14M ﹤0.01%
5,858
+2,066
1077
$2.14M ﹤0.01%
24,223
-11,011
1078
$2.14M ﹤0.01%
41,175
+3,125
1079
$2.13M ﹤0.01%
27,804
+351
1080
$2.13M ﹤0.01%
116,666
+27,885
1081
$2.12M ﹤0.01%
13,550
+39
1082
$2.12M ﹤0.01%
37,162
+4,666
1083
$2.11M ﹤0.01%
61,575
-12,506
1084
$2.1M ﹤0.01%
25,271
-5,409
1085
$2.09M ﹤0.01%
7,249
+4,745
1086
$2.08M ﹤0.01%
49,564
+1,286
1087
$2.08M ﹤0.01%
33,357
-3,425
1088
$2.08M ﹤0.01%
83,564
-1,205
1089
$2.07M ﹤0.01%
42,289
-402
1090
$2.06M ﹤0.01%
19,273
-3,581
1091
$2.05M ﹤0.01%
23,143
+1,295
1092
$2.05M ﹤0.01%
93,285
-8,565
1093
$2.03M ﹤0.01%
41,170
+4,018
1094
$2.03M ﹤0.01%
51,398
+850
1095
$2.03M ﹤0.01%
104,281
-11,597
1096
$2.03M ﹤0.01%
108,922
+4,705
1097
$2.02M ﹤0.01%
113,214
+13,772
1098
$2.01M ﹤0.01%
86,552
-103,903
1099
$2.01M ﹤0.01%
64,533
+17,024
1100
$2M ﹤0.01%
81,135
+56,053
42 43
44
45 46