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
1151
$1.8M ﹤0.01%
85,615
-1,054
1152
$1.8M ﹤0.01%
3,202
-71
1153
$1.8M ﹤0.01%
10,772
+2,169
1154
$1.8M ﹤0.01%
26,145
-421
1155
$1.8M ﹤0.01%
27,786
+706
1156
$1.8M ﹤0.01%
22,294
+7,938
1157
$1.78M ﹤0.01%
26,324
-8
1158
$1.78M ﹤0.01%
17,476
-1,344
1159
$1.78M ﹤0.01%
56,617
-12,773
1160
$1.77M ﹤0.01%
17,547
+978
1161
$1.77M ﹤0.01%
7,179
+457
1162
$1.76M ﹤0.01%
18,266
+3,794
1163
$1.76M ﹤0.01%
25,149
-1,190
1164
$1.75M ﹤0.01%
11,443
-1,890
1165
$1.75M ﹤0.01%
63,764
+8,860
1166
$1.74M ﹤0.01%
9,310
-837
1167
$1.74M ﹤0.01%
38,160
+2,048
1168
$1.73M ﹤0.01%
28,782
+784
1169
$1.73M ﹤0.01%
15,299
+3,791
1170
$1.73M ﹤0.01%
44,451
-3,668
1171
$1.72M ﹤0.01%
9,898
-1,034
1172
$1.72M ﹤0.01%
17,372
+686
1173
$1.71M ﹤0.01%
43,236
-15,442
1174
$1.71M ﹤0.01%
26,659
-9,950
1175
$1.7M ﹤0.01%
27,360
-2,135
45 46
47
48 49