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
1126
$1.9M ﹤0.01%
50,533
-4,816
1127
$1.9M ﹤0.01%
41,107
-3,142
1128
$1.9M ﹤0.01%
18,679
+263
1129
$1.88M ﹤0.01%
19,736
+441
1130
$1.88M ﹤0.01%
626,459
-61,374
1131
$1.87M ﹤0.01%
17,077
-4,626
1132
$1.87M ﹤0.01%
19,205
+67
1133
$1.86M ﹤0.01%
26,230
-54,947
1134
$1.86M ﹤0.01%
22,031
-17,579
1135
$1.86M ﹤0.01%
27,935
-3,376
1136
$1.86M ﹤0.01%
51,382
+18,501
1137
$1.85M ﹤0.01%
97,523
-8,843
1138
$1.85M ﹤0.01%
68,123
+11,357
1139
$1.85M ﹤0.01%
34,108
-4,900
1140
$1.85M ﹤0.01%
8,826
+721
1141
$1.85M ﹤0.01%
19,203
-639
1142
$1.84M ﹤0.01%
48,180
+1
1143
$1.83M ﹤0.01%
107,220
+8,839
1144
$1.82M ﹤0.01%
322,590
-20,356
1145
$1.82M ﹤0.01%
22,835
+3,113
1146
$1.82M ﹤0.01%
19,792
-14,671
1147
$1.81M ﹤0.01%
30,988
+18,070
1148
$1.81M ﹤0.01%
7,482
+2,778
1149
$1.81M ﹤0.01%
49,498
-16,632
1150
$1.8M ﹤0.01%
34,291
-15,585
44 45
46
47 48