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
1051
$2.26M ﹤0.01%
83,494
+67,551
1052
$2.26M ﹤0.01%
64,094
+1,272
1053
$2.25M ﹤0.01%
102,351
+12,385
1054
$2.25M ﹤0.01%
173,265
+44,901
1055
$2.24M ﹤0.01%
5,605
-1,346
1056
$2.24M ﹤0.01%
89,380
+1,567
1057
$2.24M ﹤0.01%
43,209
+1,346
1058
$2.23M ﹤0.01%
8,774
+1,776
1059
$2.23M ﹤0.01%
37,928
-1,015
1060
$2.22M ﹤0.01%
36,418
-7,554
1061
$2.22M ﹤0.01%
82,708
-19,999
1062
$2.22M ﹤0.01%
47,201
+6,173
1063
$2.21M ﹤0.01%
11,762
-1,814
1064
$2.2M ﹤0.01%
21,349
+5,698
1065
$2.2M ﹤0.01%
20,503
-766
1066
$2.2M ﹤0.01%
226,993
+12,515
1067
$2.19M ﹤0.01%
16,795
-5,434
1068
$2.19M ﹤0.01%
169,582
-4,836
1069
$2.19M ﹤0.01%
5,962
+613
1070
$2.18M ﹤0.01%
75,786
+1,073
1071
$2.18M ﹤0.01%
52,417
+35,324
1072
$2.17M ﹤0.01%
67,392
+3,015
1073
$2.17M ﹤0.01%
45,566
-3,882
1074
$2.17M ﹤0.01%
28,534
+8,803
1075
$2.16M ﹤0.01%
10,136
-32
41 42
43
44 45