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
1226
$1.52M ﹤0.01%
30,180
-607
1227
$1.52M ﹤0.01%
17,702
+4,322
1228
$1.52M ﹤0.01%
12,313
+300
1229
$1.52M ﹤0.01%
93,324
-1,000
1230
$1.51M ﹤0.01%
92,784
-838
1231
$1.51M ﹤0.01%
39,633
+18,839
1232
$1.51M ﹤0.01%
12,715
+15
1233
$1.5M ﹤0.01%
98,326
+52,332
1234
$1.5M ﹤0.01%
14,576
+694
1235
$1.5M ﹤0.01%
6,945
-535
1236
$1.5M ﹤0.01%
13,247
-417
1237
$1.5M ﹤0.01%
26,674
+1,763
1238
$1.49M ﹤0.01%
4,666
-4,841
1239
$1.49M ﹤0.01%
9,099
+2,330
1240
$1.49M ﹤0.01%
33,671
+1,301
1241
$1.48M ﹤0.01%
12,797
-1,575
1242
$1.48M ﹤0.01%
21,205
+8,704
1243
$1.48M ﹤0.01%
275,209
+22,767
1244
$1.48M ﹤0.01%
4,628
-1,690
1245
$1.48M ﹤0.01%
46,667
+15,286
1246
$1.48M ﹤0.01%
97,101
+25,523
1247
$1.48M ﹤0.01%
41,044
-4,493
1248
$1.45M ﹤0.01%
5,975
+2
1249
$1.44M ﹤0.01%
12,366
-393
1250
$1.44M ﹤0.01%
+21,602
48 49
50
51 52