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
1626
$643K ﹤0.01%
78,860
-430
1627
$641K ﹤0.01%
17,730
-986
1628
$640K ﹤0.01%
93,334
-120
1629
$639K ﹤0.01%
18,303
+8,321
1630
$639K ﹤0.01%
5,477
-2,675
1631
$638K ﹤0.01%
12,548
+6,395
1632
$636K ﹤0.01%
+12,117
1633
$632K ﹤0.01%
35,026
+15,460
1634
$631K ﹤0.01%
21,412
+14,660
1635
$630K ﹤0.01%
+82,706
1636
$627K ﹤0.01%
19,953
-714
1637
$626K ﹤0.01%
7,817
-876
1638
$626K ﹤0.01%
81,833
+54,465
1639
$624K ﹤0.01%
16,496
-1,441
1640
$623K ﹤0.01%
21,520
+11,459
1641
$621K ﹤0.01%
33,711
+12,458
1642
$621K ﹤0.01%
18,376
1643
$615K ﹤0.01%
54,505
+2,000
1644
$613K ﹤0.01%
4,197
-1,344
1645
$612K ﹤0.01%
78,033
-12,939
1646
$612K ﹤0.01%
20,832
-2,372
1647
$611K ﹤0.01%
71,828
+2,837
1648
$610K ﹤0.01%
9,248
1649
$610K ﹤0.01%
59,159
+45,395
1650
$608K ﹤0.01%
39,928
+18,601
64 65
66
67 68