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
2476
– –
-18,451
2477
– –
-16,435
2478
– –
-12,387
2479
– –
-13,969
2480
– –
-906
2481
– –
-1,021
2482
– –
-8,642
2483
– –
-8,847
2484
– –
-5,610
2485
– –
-10,442
2486
– –
-6,747
2487
– –
-3,838
2488
– –
-11,945
2489
– –
-5,358
2490
– –
-18,124
2491
– –
-34,086
2492
– –
-15,054
2493
– –
-7
2494
– –
-239,640
2495
– –
-5,948
2496
– –
-6,141
2497
– –
-4,153
2498
– –
-16,700
2499
– –
-10,016
2500
– –
-10,533
98 99
100
101 102