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
1476
$885K ﹤0.01%
12,260
+4,756
1477
$884K ﹤0.01%
134,776
+48,016
1478
$883K ﹤0.01%
18,231
+7,566
1479
$880K ﹤0.01%
14,757
+1,361
1480
$880K ﹤0.01%
10,139
-505
1481
$878K ﹤0.01%
8,044
+446
1482
$877K ﹤0.01%
30,009
+2,236
1483
$876K ﹤0.01%
+19,740
1484
$873K ﹤0.01%
18,580
+2,890
1485
$872K ﹤0.01%
14,600
-648
1486
$868K ﹤0.01%
8,342
+4,592
1487
$861K ﹤0.01%
16,058
-1,905
1488
$859K ﹤0.01%
6,780
+2,019
1489
$859K ﹤0.01%
+52,300
1490
$858K ﹤0.01%
35,080
+8,244
1491
$852K ﹤0.01%
44,852
-4,547
1492
$851K ﹤0.01%
10,465
+2,431
1493
$851K ﹤0.01%
18,508
-2,207
1494
$851K ﹤0.01%
8,140
+221
1495
$847K ﹤0.01%
7,978
+2,121
1496
$845K ﹤0.01%
4,314
+99
1497
$840K ﹤0.01%
34,462
+23,434
1498
$838K ﹤0.01%
138,595
-10,437
1499
$837K ﹤0.01%
76,726
-140,772
1500
$836K ﹤0.01%
+31,762
58 59
60
61 62