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
1376
$1.08M ﹤0.01%
10,591
-3,284
1377
$1.07M ﹤0.01%
50,880
-52,857
1378
$1.07M ﹤0.01%
42,023
-58,027
1379
$1.06M ﹤0.01%
8,489
+539
1380
$1.06M ﹤0.01%
30,308
+6,757
1381
$1.06M ﹤0.01%
7,243
-390
1382
$1.06M ﹤0.01%
26,247
-4,675
1383
$1.06M ﹤0.01%
24,511
+3,893
1384
$1.05M ﹤0.01%
16,852
-3,443
1385
$1.05M ﹤0.01%
10,983
+1,463
1386
$1.04M ﹤0.01%
23,449
-8,279
1387
$1.04M ﹤0.01%
26,761
-5,425
1388
$1.04M ﹤0.01%
21,581
-4,415
1389
$1.04M ﹤0.01%
16,005
-9,058
1390
$1.04M ﹤0.01%
22,882
+439
1391
$1.04M ﹤0.01%
244,307
-59,132
1392
$1.04M ﹤0.01%
4,486
-2,971
1393
$1.03M ﹤0.01%
10,916
-23
1394
$1.03M ﹤0.01%
63,281
-60,011
1395
$1.03M ﹤0.01%
28,017
-1,481
1396
$1.03M ﹤0.01%
27,416
-2,808
1397
$1.03M ﹤0.01%
31,402
1398
$1.03M ﹤0.01%
8,887
-21,675
1399
$1.02M ﹤0.01%
39,588
-5,326
1400
$1.02M ﹤0.01%
90,294
54 55
56
57 58