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
1351
$1.14M ﹤0.01%
14,004
+8,605
1352
$1.14M ﹤0.01%
53,805
+2,490
1353
$1.14M ﹤0.01%
22,517
+852
1354
$1.14M ﹤0.01%
4,274
+565
1355
$1.13M ﹤0.01%
297,493
-475
1356
$1.13M ﹤0.01%
14,643
+3,706
1357
$1.13M ﹤0.01%
27,892
+7,292
1358
$1.13M ﹤0.01%
29,500
+16,250
1359
$1.13M ﹤0.01%
2,968
+384
1360
$1.13M ﹤0.01%
114,762
+30,377
1361
$1.13M ﹤0.01%
10,386
-1,511
1362
$1.13M ﹤0.01%
8,250
-352
1363
$1.13M ﹤0.01%
104,092
+20,690
1364
$1.12M ﹤0.01%
13,119
+3,068
1365
$1.12M ﹤0.01%
57,469
-2,500
1366
$1.1M ﹤0.01%
19,213
+1,923
1367
$1.1M ﹤0.01%
20,977
-1,129
1368
$1.1M ﹤0.01%
11,886
-1,083
1369
$1.09M ﹤0.01%
6,402
+1,083
1370
$1.09M ﹤0.01%
30,212
+16,160
1371
$1.08M ﹤0.01%
21,644
-2,398
1372
$1.08M ﹤0.01%
28,887
1373
$1.08M ﹤0.01%
37,108
+7,510
1374
$1.08M ﹤0.01%
13,607
-1,164
1375
$1.08M ﹤0.01%
4,579
-3,331
53 54
55
56 57