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
1551
$750K ﹤0.01%
14,842
-3,729
1552
$750K ﹤0.01%
52,940
-36,219
1553
$748K ﹤0.01%
13,805
+2,551
1554
$747K ﹤0.01%
12,891
-1,306
1555
$746K ﹤0.01%
19,458
-6,748
1556
$745K ﹤0.01%
23,156
-34,102
1557
$744K ﹤0.01%
16,015
+8,804
1558
$744K ﹤0.01%
4,685
-499
1559
$743K ﹤0.01%
67,720
-4,714
1560
$742K ﹤0.01%
5,556
-4,124
1561
$740K ﹤0.01%
14,740
1562
$735K ﹤0.01%
4,045
+977
1563
$734K ﹤0.01%
19,559
1564
$731K ﹤0.01%
10,380
-203
1565
$729K ﹤0.01%
28,816
-33,991
1566
$729K ﹤0.01%
31,270
-7,062
1567
$728K ﹤0.01%
12,780
-3,453
1568
$725K ﹤0.01%
32,604
+5,853
1569
$723K ﹤0.01%
14,641
-818
1570
$720K ﹤0.01%
3,983
-1,785
1571
$718K ﹤0.01%
73,222
+119
1572
$715K ﹤0.01%
24,918
1573
$715K ﹤0.01%
19,440
1574
$713K ﹤0.01%
4,337
-4,251
1575
$713K ﹤0.01%
28,598
-4,786
61 62
63
64 65