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
126
$80.2M 0.17%
1,165,617
-35,423
127
$80.2M 0.17%
918,764
+13,484
128
$80.1M 0.17%
380,770
+41,524
129
$79.4M 0.17%
692,455
+11,971
130
$78.1M 0.17%
1,080,580
-6,036
131
$77.7M 0.17%
608,845
+43,266
132
$77.5M 0.17%
734,076
+5,044
133
$76.8M 0.17%
861,469
-1,354
134
$75.6M 0.16%
106,834
+582
135
$73.3M 0.16%
301,697
-23,109
136
$72.8M 0.16%
383,813
+5,672
137
$72.7M 0.16%
147,875
+9,864
138
$72.7M 0.16%
259,952
-35,129
139
$71.8M 0.16%
1,459,365
+1,532
140
$70.5M 0.15%
688,074
-4,206
141
$69.3M 0.15%
757,719
-32,917
142
$67.7M 0.15%
830,510
-4,200
143
$67.5M 0.15%
306,706
+7,015
144
$65.1M 0.14%
736,150
+45,018
145
$64M 0.14%
383,142
+3,928
146
$63M 0.14%
2,991,044
-303,082
147
$62.9M 0.14%
146,251
-6,519
148
$62.4M 0.14%
2,124,467
-39,109
149
$59.7M 0.13%
922,995
-9,107
150
$59M 0.13%
1,442,675
-17,286
4 5
6
7 8