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
1601
$675K ﹤0.01%
22,596
+1,001
1602
$673K ﹤0.01%
19,493
-2,536
1603
$671K ﹤0.01%
+33,623
1604
$671K ﹤0.01%
8,345
-510
1605
$669K ﹤0.01%
28,768
-8,056
1606
$668K ﹤0.01%
11,462
+7,296
1607
$666K ﹤0.01%
41,615
-64,060
1608
$665K ﹤0.01%
+144,633
1609
$664K ﹤0.01%
4,055
-3,081
1610
$663K ﹤0.01%
52,678
-425
1611
$662K ﹤0.01%
63,994
-2,259
1612
$661K ﹤0.01%
18,411
+1,923
1613
$661K ﹤0.01%
10,132
-4,939
1614
$658K ﹤0.01%
18,781
-6,510
1615
$657K ﹤0.01%
23,482
+1,547
1616
$656K ﹤0.01%
10,349
-2,011
1617
$655K ﹤0.01%
15,770
+4,222
1618
$653K ﹤0.01%
31,583
+1
1619
$649K ﹤0.01%
4,963
-1,369
1620
$649K ﹤0.01%
75,000
1621
$648K ﹤0.01%
29,151
-5,759
1622
$646K ﹤0.01%
55,902
+4
1623
$646K ﹤0.01%
17,100
-1,201
1624
$644K ﹤0.01%
14,880
-377
1625
$644K ﹤0.01%
26,517
+1,729
63 64
65
66 67