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
151
$58.3M 0.13%
883,960
+23,053
152
$57.9M 0.13%
101,612
+4,063
153
$57.7M 0.13%
849,566
+15,855
154
$56.9M 0.12%
555,631
+454,956
155
$55.9M 0.12%
637,509
-74,373
156
$55.7M 0.12%
209,088
-39,564
157
$55.4M 0.12%
11,366
+300
158
$54.7M 0.12%
85,427
-1,726
159
$54.7M 0.12%
431,932
-83,674
160
$53.7M 0.12%
316,048
-3,470
161
$53.6M 0.12%
716,746
+126,041
162
$53.5M 0.12%
184,281
+104
163
$53.3M 0.12%
247,923
-7,516
164
$53.2M 0.12%
418,758
-25,037
165
$52.9M 0.11%
480,724
+5,423
166
$52.9M 0.11%
208,572
-2,090
167
$52.2M 0.11%
180,721
+20,820
168
$51.9M 0.11%
1,898,337
-85,679
169
$51.7M 0.11%
515,972
+33,568
170
$51.3M 0.11%
1,393,182
+162,169
171
$50.8M 0.11%
256,293
-2,326
172
$49.7M 0.11%
355,338
-4,508
173
$49.7M 0.11%
818,073
+25,215
174
$49.5M 0.11%
249,219
-47,540
175
$49.4M 0.11%
902,704
+11,399
5 6
7
8 9