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
1526
$789K ﹤0.01%
20,603
-9,275
1527
$788K ﹤0.01%
13,028
-3,145
1528
$786K ﹤0.01%
30,076
-3,015
1529
$786K ﹤0.01%
72,795
+43,095
1530
$778K ﹤0.01%
4,681
+475
1531
$776K ﹤0.01%
6,557
-929
1532
$774K ﹤0.01%
315,926
1533
$773K ﹤0.01%
11,748
-68,813
1534
$773K ﹤0.01%
8,260
+938
1535
$771K ﹤0.01%
28,772
+1,851
1536
$769K ﹤0.01%
52,703
1537
$769K ﹤0.01%
56,906
+21,335
1538
$767K ﹤0.01%
10,122
+122
1539
$767K ﹤0.01%
15,820
+1,092
1540
$767K ﹤0.01%
20,087
+7,563
1541
$766K ﹤0.01%
6,762
+2,380
1542
$763K ﹤0.01%
50,000
1543
$762K ﹤0.01%
28,743
-19,407
1544
$762K ﹤0.01%
43,128
-7,750
1545
$761K ﹤0.01%
37,179
-15,476
1546
$759K ﹤0.01%
62,307
1547
$758K ﹤0.01%
5,102
+728
1548
$757K ﹤0.01%
51,805
-4,827
1549
$752K ﹤0.01%
15,923
-4,615
1550
$751K ﹤0.01%
8,149
+2,589
60 61
62
63 64