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
201
$38.6M 0.08%
693,270
-14,467
202
$38M 0.08%
280,440
+2,159
203
$37.5M 0.08%
244,477
-14,880
204
$37.4M 0.08%
160,970
+54,450
205
$36.9M 0.08%
111,262
+943
206
$36.7M 0.08%
432,177
-3,394
207
$36.6M 0.08%
573,756
-34,122
208
$36.4M 0.08%
1,615,824
+50,938
209
$36.1M 0.08%
57,021
-6,261
210
$36.1M 0.08%
307,105
-62,262
211
$35.9M 0.08%
653,608
+640,541
212
$35.8M 0.08%
597,654
+25,916
213
$35.7M 0.08%
572,367
+142,161
214
$35.6M 0.08%
294,960
+43,072
215
$35.4M 0.08%
184,109
-49,363
216
$35.4M 0.08%
535,862
-72,383
217
$35.1M 0.08%
837,301
+625,010
218
$35.1M 0.08%
619,842
-44,818
219
$34.8M 0.08%
210,848
-23,098
220
$34.7M 0.08%
133,865
-402
221
$34.4M 0.07%
80,836
+11,193
222
$34.4M 0.07%
142,793
-4,057
223
$34.3M 0.07%
725,231
+28,172
224
$34.2M 0.07%
856,763
-79
225
$33.8M 0.07%
333,299
+81,778
7 8
9
10 11