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
1401
$1.02M ﹤0.01%
9,284
+140
1402
$1.02M ﹤0.01%
57,644
-19,901
1403
$1.02M ﹤0.01%
15,152
-16,292
1404
$1.01M ﹤0.01%
8,415
-1,837
1405
$1.01M ﹤0.01%
5,307
+1,935
1406
$1.01M ﹤0.01%
31,485
-3,754
1407
$1.01M ﹤0.01%
28,346
-2
1408
$1.01M ﹤0.01%
28,238
+3,209
1409
$1.01M ﹤0.01%
19,556
-11,471
1410
$1.01M ﹤0.01%
19,008
1411
$1M ﹤0.01%
43,731
+20,273
1412
$987K ﹤0.01%
45,408
1413
$986K ﹤0.01%
19,549
+200
1414
$985K ﹤0.01%
82,096
1415
$985K ﹤0.01%
29,911
-3,856
1416
$984K ﹤0.01%
11,290
-6
1417
$981K ﹤0.01%
47,712
+6,311
1418
$981K ﹤0.01%
109,179
-34
1419
$981K ﹤0.01%
38,179
-23,222
1420
$979K ﹤0.01%
+87,442
1421
$979K ﹤0.01%
34,410
+359
1422
$978K ﹤0.01%
150,399
-139
1423
$976K ﹤0.01%
14,595
+828
1424
$972K ﹤0.01%
140,659
+81,130
1425
$972K ﹤0.01%
19,067
+5,903
55 56
57
58 59