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
1501
$836K ﹤0.01%
5,374
+1
1502
$834K ﹤0.01%
7,828
-465
1503
$833K ﹤0.01%
15,408
-1,187
1504
$832K ﹤0.01%
12,051
-1,674
1505
$832K ﹤0.01%
17,314
-530
1506
$832K ﹤0.01%
387,387
-44,995
1507
$823K ﹤0.01%
37,088
+2,772
1508
$820K ﹤0.01%
44,761
-13
1509
$819K ﹤0.01%
21,329
-5,873
1510
$818K ﹤0.01%
14,494
+3,127
1511
$818K ﹤0.01%
15,101
-4,377
1512
$817K ﹤0.01%
9,459
-1,529
1513
$815K ﹤0.01%
8,193
-1,102
1514
$814K ﹤0.01%
17,639
+3,645
1515
$805K ﹤0.01%
936
+305
1516
$805K ﹤0.01%
5,699
-223
1517
$802K ﹤0.01%
29,278
-68,507
1518
$801K ﹤0.01%
160,449
+100
1519
$800K ﹤0.01%
13,964
+1,902
1520
$800K ﹤0.01%
22,951
-1,346
1521
$800K ﹤0.01%
8,470
+3,803
1522
$799K ﹤0.01%
13,507
+92
1523
$797K ﹤0.01%
23,282
-851
1524
$797K ﹤0.01%
16,367
-2,670
1525
$794K ﹤0.01%
31,710
-200
59 60
61
62 63