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
101
$92.7M 0.2%
1,943,273
+52,573
102
$91.9M 0.2%
900,243
-89,366
103
$91.2M 0.2%
1,083,511
-15,973
104
$91M 0.2%
2,563,927
+89,408
105
$90.1M 0.2%
178,371
-3,497
106
$88.9M 0.19%
161,515
-19,909
107
$88.7M 0.19%
385,277
-11,353
108
$88.7M 0.19%
719,747
-11,127
109
$88.4M 0.19%
140,891
-13,114
110
$88.3M 0.19%
1,184,426
-76,698
111
$86.4M 0.19%
86,228
-5,280
112
$85.5M 0.19%
642,728
+32,718
113
$85.2M 0.18%
2,220,674
+115,749
114
$84.6M 0.18%
3,427,830
+61,391
115
$84.6M 0.18%
2,914,528
+57,604
116
$84.2M 0.18%
162,397
+23,222
117
$84.1M 0.18%
230,215
-3,659
118
$83.2M 0.18%
230,929
-4,454
119
$82.9M 0.18%
406,592
-2,760
120
$82.2M 0.18%
521,366
-9,557
121
$82M 0.18%
1,259,291
+62,348
122
$81.7M 0.18%
2,849,242
+46,829
123
$81.4M 0.18%
2,919,588
-265,432
124
$80.5M 0.17%
755,548
+27,273
125
$80.3M 0.17%
868,597
+94,504
3 4
5
6 7