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
1576
$710K ﹤0.01%
3,615
-1,276
1577
$708K ﹤0.01%
19,954
+1,488
1578
$707K ﹤0.01%
4,066
-1,139
1579
$703K ﹤0.01%
75,553
-9,075
1580
$701K ﹤0.01%
38,576
-3,329
1581
$700K ﹤0.01%
+25,324
1582
$700K ﹤0.01%
9,650
1583
$699K ﹤0.01%
9,652
+4,130
1584
$695K ﹤0.01%
55,320
+3,920
1585
$694K ﹤0.01%
41,969
-3,883
1586
$694K ﹤0.01%
24,887
+8,352
1587
$686K ﹤0.01%
6,363
-2,614
1588
$685K ﹤0.01%
30,012
-8,098
1589
$683K ﹤0.01%
9,847
-3,033
1590
$682K ﹤0.01%
15,593
-5,353
1591
$682K ﹤0.01%
42,309
-6,195
1592
$681K ﹤0.01%
15,076
-1,539
1593
$681K ﹤0.01%
96,887
-105,317
1594
$681K ﹤0.01%
19,499
-1,751
1595
$681K ﹤0.01%
315,451
+112,616
1596
$680K ﹤0.01%
10,500
1597
$679K ﹤0.01%
7,275
+566
1598
$677K ﹤0.01%
43,736
+6,332
1599
$677K ﹤0.01%
16,047
-1,888
1600
$677K ﹤0.01%
15,720
-171
62 63
64
65 66