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
176
$49M 0.11%
192,950
-1,386
177
$47.1M 0.1%
111,375
-3,899
178
$46.2M 0.1%
508,371
+13,322
179
$45.3M 0.1%
187,376
+27,170
180
$44.6M 0.1%
220,318
+6,468
181
$44.6M 0.1%
80,301
+897
182
$44.4M 0.1%
152,682
+1,917
183
$43.6M 0.09%
609,820
+21,294
184
$43.5M 0.09%
836,605
+13,420
185
$43.3M 0.09%
181,425
-21,893
186
$43.1M 0.09%
136,752
+2,867
187
$43M 0.09%
630,088
+83,757
188
$42.8M 0.09%
403,378
-18,100
189
$42.6M 0.09%
229,773
+33,735
190
$42.3M 0.09%
401,151
+65,962
191
$41.8M 0.09%
765,440
+45,947
192
$41.8M 0.09%
799,735
+7,874
193
$41.5M 0.09%
3,686,210
-137,715
194
$41.2M 0.09%
508,947
+343,207
195
$41.2M 0.09%
+670,740
196
$41.1M 0.09%
141,376
+849
197
$40.9M 0.09%
1,035,913
-120,514
198
$40.8M 0.09%
235,416
-22,220
199
$40.3M 0.09%
116,663
+1,121
200
$38.8M 0.08%
1,164,450
+68,530
6 7
8
9 10