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
1276
$1.37M ﹤0.01%
145,574
-775
1277
$1.36M ﹤0.01%
21,196
+3,507
1278
$1.36M ﹤0.01%
7,220
+1,916
1279
$1.36M ﹤0.01%
28,143
-740
1280
$1.36M ﹤0.01%
60,354
-18,124
1281
$1.35M ﹤0.01%
57,069
-2,373
1282
$1.34M ﹤0.01%
10,153
-867
1283
$1.34M ﹤0.01%
11,686
+230
1284
$1.34M ﹤0.01%
18,713
+160
1285
$1.34M ﹤0.01%
12,124
+753
1286
$1.33M ﹤0.01%
20,228
+6,929
1287
$1.33M ﹤0.01%
18,258
-3,090
1288
$1.33M ﹤0.01%
21,575
-6,535
1289
$1.33M ﹤0.01%
20,725
-29,928
1290
$1.32M ﹤0.01%
17,077
-1,745
1291
$1.32M ﹤0.01%
23,186
-3,569
1292
$1.32M ﹤0.01%
40,298
+3,510
1293
$1.32M ﹤0.01%
35,986
-215
1294
$1.31M ﹤0.01%
55,476
-17,099
1295
$1.31M ﹤0.01%
82,297
+41,817
1296
$1.31M ﹤0.01%
130,833
+4,622
1297
$1.31M ﹤0.01%
68,811
+9,804
1298
$1.3M ﹤0.01%
9,988
-1,383
1299
$1.3M ﹤0.01%
46,279
-420
1300
$1.3M ﹤0.01%
40,587
-1,428
50 51
52
53 54