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
1301
$1.3M ﹤0.01%
21,449
+1,316
1302
$1.29M ﹤0.01%
3,448
+945
1303
$1.29M ﹤0.01%
65,588
+47,788
1304
$1.29M ﹤0.01%
24,538
-1,366
1305
$1.29M ﹤0.01%
7,939
+360
1306
$1.29M ﹤0.01%
35,145
+10,052
1307
$1.28M ﹤0.01%
27,648
-161,035
1308
$1.28M ﹤0.01%
5,223
-990
1309
$1.28M ﹤0.01%
40,432
-272
1310
$1.27M ﹤0.01%
7,968
-11,676
1311
$1.26M ﹤0.01%
11,424
+4,045
1312
$1.26M ﹤0.01%
28,164
+14,898
1313
$1.26M ﹤0.01%
5,252
-812
1314
$1.26M ﹤0.01%
21,391
-27,497
1315
$1.25M ﹤0.01%
50,380
1316
$1.25M ﹤0.01%
12,851
-262
1317
$1.25M ﹤0.01%
118,987
-3,919
1318
$1.25M ﹤0.01%
23,115
-6,954
1319
$1.25M ﹤0.01%
2,793
+219
1320
$1.25M ﹤0.01%
42,647
-1,979
1321
$1.25M ﹤0.01%
+49,231
1322
$1.24M ﹤0.01%
+80,155
1323
$1.23M ﹤0.01%
8,049
+2,432
1324
$1.23M ﹤0.01%
5,561
-9,086
1325
$1.23M ﹤0.01%
+6,085
51 52
53
54 55