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
1251
$1.44M ﹤0.01%
33,537
-6,088
1252
$1.44M ﹤0.01%
124,871
+6,469
1253
$1.43M ﹤0.01%
59,602
+47,216
1254
$1.43M ﹤0.01%
20,011
-18,731
1255
$1.43M ﹤0.01%
81,410
-23,394
1256
$1.42M ﹤0.01%
11,804
-391
1257
$1.41M ﹤0.01%
85,377
+48,427
1258
$1.41M ﹤0.01%
26,674
+3,926
1259
$1.41M ﹤0.01%
6,531
+380
1260
$1.4M ﹤0.01%
23,867
-5,948
1261
$1.4M ﹤0.01%
10,105
-3,520
1262
$1.4M ﹤0.01%
69,400
1263
$1.4M ﹤0.01%
5,999
+2,387
1264
$1.4M ﹤0.01%
8,362
+806
1265
$1.39M ﹤0.01%
21,306
-881
1266
$1.39M ﹤0.01%
37,591
+27,000
1267
$1.39M ﹤0.01%
7,891
+1,655
1268
$1.39M ﹤0.01%
7,583
-59
1269
$1.38M ﹤0.01%
28,978
-3,371
1270
$1.38M ﹤0.01%
15,929
+8,190
1271
$1.38M ﹤0.01%
31,681
-3,413
1272
$1.37M ﹤0.01%
32,164
-2,034
1273
$1.37M ﹤0.01%
34,539
-2,215
1274
$1.37M ﹤0.01%
45,243
+36,444
1275
$1.37M ﹤0.01%
87,382
+18,742
49 50
51
52 53