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
1326
$1.22M ﹤0.01%
133,447
-538,657
1327
$1.22M ﹤0.01%
21,033
+1,584
1328
$1.21M ﹤0.01%
62,575
-1,519
1329
$1.21M ﹤0.01%
51,264
+3,261
1330
$1.21M ﹤0.01%
113,905
-7,065
1331
$1.2M ﹤0.01%
87,651
-39,420
1332
$1.2M ﹤0.01%
171,084
-65,943
1333
$1.19M ﹤0.01%
23,800
-256
1334
$1.19M ﹤0.01%
8,909
-6,703
1335
$1.19M ﹤0.01%
17,302
+6,687
1336
$1.19M ﹤0.01%
16,860
+1,480
1337
$1.19M ﹤0.01%
4,098
+79
1338
$1.18M ﹤0.01%
62,652
-3,300
1339
$1.18M ﹤0.01%
13,761
+1,123
1340
$1.18M ﹤0.01%
49,203
+35,945
1341
$1.17M ﹤0.01%
275,734
-46,958
1342
$1.16M ﹤0.01%
87,866
+8,129
1343
$1.16M ﹤0.01%
33,093
-4,678
1344
$1.16M ﹤0.01%
99,588
-2,204
1345
$1.16M ﹤0.01%
57,008
+18,256
1346
$1.16M ﹤0.01%
23,155
-7,713
1347
$1.15M ﹤0.01%
6,911
-881
1348
$1.15M ﹤0.01%
42,147
+7,018
1349
$1.15M ﹤0.01%
74,386
-3,692
1350
$1.15M ﹤0.01%
22,908
+1,988
52 53
54
55 56