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
2026
$304K ﹤0.01%
2,662
-472
2027
$304K ﹤0.01%
6,562
+14
2028
$303K ﹤0.01%
+58,775
2029
$302K ﹤0.01%
11,335
-4,232
2030
$302K ﹤0.01%
21,116
2031
$302K ﹤0.01%
2,970
2032
$300K ﹤0.01%
29,508
2033
$300K ﹤0.01%
8,017
-16,141
2034
$300K ﹤0.01%
25,325
-36,602
2035
$300K ﹤0.01%
866
-155
2036
$299K ﹤0.01%
14,276
-30,694
2037
$299K ﹤0.01%
+7,131
2038
$298K ﹤0.01%
7,640
-1,649
2039
$298K ﹤0.01%
6,277
+47
2040
$296K ﹤0.01%
+3,535
2041
$296K ﹤0.01%
17,993
-8,823
2042
$295K ﹤0.01%
2,096
2043
$295K ﹤0.01%
6,674
+2,225
2044
$294K ﹤0.01%
5,655
+1,175
2045
$293K ﹤0.01%
16,472
+5,283
2046
$293K ﹤0.01%
8,859
-2,115
2047
$293K ﹤0.01%
25,666
-2,222
2048
$292K ﹤0.01%
10,335
2049
$292K ﹤0.01%
1,107
+16
2050
$291K ﹤0.01%
+3,298
80 81
82
83 84