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
1426
$969K ﹤0.01%
33,282
-1,025
1427
$967K ﹤0.01%
24,755
1428
$966K ﹤0.01%
21,493
-1,319
1429
$965K ﹤0.01%
36,653
-2,552
1430
$965K ﹤0.01%
49,487
-759
1431
$962K ﹤0.01%
29,962
-87
1432
$960K ﹤0.01%
17,716
-2,529
1433
$959K ﹤0.01%
6,110
1434
$959K ﹤0.01%
27,699
-1,782
1435
$958K ﹤0.01%
13,562
-283
1436
$958K ﹤0.01%
15,456
-9,129
1437
$957K ﹤0.01%
4,168
-6,274
1438
$956K ﹤0.01%
26,818
+1,851
1439
$955K ﹤0.01%
8,397
+6,831
1440
$951K ﹤0.01%
20,729
+1,707
1441
$950K ﹤0.01%
3,823
+665
1442
$947K ﹤0.01%
14,090
+172
1443
$947K ﹤0.01%
25,405
-2,372
1444
$946K ﹤0.01%
14,341
+2,090
1445
$946K ﹤0.01%
12,271
+3,082
1446
$944K ﹤0.01%
97,867
-4,260
1447
$943K ﹤0.01%
20,606
-2
1448
$939K ﹤0.01%
21,446
-5
1449
$939K ﹤0.01%
21,792
-407
1450
$937K ﹤0.01%
14,383
-1,207
56 57
58
59 60