Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$174M
2
+$107M
3
+$96.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$93.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$85.1M

Top Sells

1
+$78.4M
2
+$33.5M
3
+$33.5M
4
SMLR
Semler Scientific
SMLR
+$31.7M
5
MSFT icon
Microsoft
MSFT
+$29M

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
2526
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2527
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2528
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2529
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2530
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2532
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2533
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2534
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2535
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2536
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2537
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2538
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2539
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2540
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2541
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2542
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2543
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2544
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2545
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2546
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2547
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2548
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2549
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2550
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-1,945
100 101
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