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
2001
$323K ﹤0.01%
26,500
2002
$322K ﹤0.01%
1,659
-3,004
2003
$321K ﹤0.01%
+11,862
2004
$320K ﹤0.01%
6,650
2005
$320K ﹤0.01%
2,660
-205
2006
$318K ﹤0.01%
8,696
-103
2007
$317K ﹤0.01%
10,377
-3,580
2008
$316K ﹤0.01%
1,596
2009
$314K ﹤0.01%
3,497
2010
$313K ﹤0.01%
32,685
+13,934
2011
$312K ﹤0.01%
2,622
-352
2012
$312K ﹤0.01%
7,365
-5,778
2013
$312K ﹤0.01%
3,430
-33
2014
$309K ﹤0.01%
6,683
-1,160
2015
$309K ﹤0.01%
17,613
-4,327
2016
$308K ﹤0.01%
7,537
+1,978
2017
$308K ﹤0.01%
+16,672
2018
$308K ﹤0.01%
4,361
2019
$306K ﹤0.01%
1,310
-834
2020
$305K ﹤0.01%
681
-48
2021
$305K ﹤0.01%
30,228
+321
2022
$304K ﹤0.01%
10,094
-8,907
2023
$304K ﹤0.01%
+70,504
2024
$304K ﹤0.01%
+47,981
2025
$304K ﹤0.01%
9,576
+1,503
79 80
81
82 83