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
1451
$936K ﹤0.01%
5,066
-441
1452
$935K ﹤0.01%
14,360
-869
1453
$933K ﹤0.01%
6,704
-2,310
1454
$933K ﹤0.01%
17,923
+12,397
1455
$933K ﹤0.01%
97,350
+5,627
1456
$927K ﹤0.01%
27,219
-7
1457
$924K ﹤0.01%
5,908
+4,267
1458
$923K ﹤0.01%
10,742
+3,090
1459
$923K ﹤0.01%
105,913
-18,456
1460
$922K ﹤0.01%
24,798
+728
1461
$920K ﹤0.01%
13,728
+22
1462
$920K ﹤0.01%
17,305
+1,306
1463
$919K ﹤0.01%
24,657
+6,829
1464
$916K ﹤0.01%
9,167
+310
1465
$914K ﹤0.01%
64,935
-86,036
1466
$914K ﹤0.01%
2,523
+261
1467
$912K ﹤0.01%
32,109
+20,516
1468
$907K ﹤0.01%
13,477
-159
1469
$904K ﹤0.01%
31,977
-5,016
1470
$902K ﹤0.01%
8,061
-243
1471
$895K ﹤0.01%
26,583
+374
1472
$892K ﹤0.01%
10,083
-689
1473
$891K ﹤0.01%
43,239
+114
1474
$888K ﹤0.01%
10,200
-2,842
1475
$886K ﹤0.01%
43,999
+345
57 58
59
60 61