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
1176
$1.7M ﹤0.01%
+68,479
1177
$1.69M ﹤0.01%
52,449
+28,676
1178
$1.69M ﹤0.01%
78,740
+36,757
1179
$1.69M ﹤0.01%
61,471
+7,933
1180
$1.68M ﹤0.01%
9,307
-926
1181
$1.68M ﹤0.01%
64,478
+1,823
1182
$1.68M ﹤0.01%
50,933
+18,746
1183
$1.67M ﹤0.01%
51,786
-1,077
1184
$1.66M ﹤0.01%
18,127
-1,616
1185
$1.66M ﹤0.01%
17,210
-5,954
1186
$1.66M ﹤0.01%
69,621
+1,200
1187
$1.65M ﹤0.01%
5,384
+90
1188
$1.65M ﹤0.01%
16,433
+2,340
1189
$1.65M ﹤0.01%
5,128
+1,076
1190
$1.65M ﹤0.01%
28,471
-5,663
1191
$1.65M ﹤0.01%
21,636
+47
1192
$1.65M ﹤0.01%
19,607
-8,564
1193
$1.65M ﹤0.01%
55,203
+1,691
1194
$1.64M ﹤0.01%
9,283
-563
1195
$1.63M ﹤0.01%
60,669
-3,862
1196
$1.63M ﹤0.01%
30,412
+7,528
1197
$1.62M ﹤0.01%
10,471
+523
1198
$1.62M ﹤0.01%
38,757
+21,713
1199
$1.61M ﹤0.01%
22,782
+12,994
1200
$1.61M ﹤0.01%
20,512
+1
46 47
48
49 50