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
1651
$608K ﹤0.01%
72,537
+16,311
1652
$608K ﹤0.01%
13,065
1653
$608K ﹤0.01%
7,803
+975
1654
$607K ﹤0.01%
11,972
-240
1655
$607K ﹤0.01%
11,830
-1,674
1656
$606K ﹤0.01%
40,000
1657
$605K ﹤0.01%
+14,865
1658
$605K ﹤0.01%
+7,124
1659
$602K ﹤0.01%
100,070
-13
1660
$600K ﹤0.01%
6,550
-504
1661
$598K ﹤0.01%
109,233
-59,902
1662
$598K ﹤0.01%
11,512
+6,613
1663
$597K ﹤0.01%
6,220
-385
1664
$597K ﹤0.01%
8,592
-4,684
1665
$597K ﹤0.01%
8,207
-1,515
1666
$595K ﹤0.01%
7,548
-378
1667
$592K ﹤0.01%
12,586
-5,134
1668
$592K ﹤0.01%
+31,475
1669
$592K ﹤0.01%
14,845
-7,260
1670
$591K ﹤0.01%
8,033
-917
1671
$590K ﹤0.01%
1,386
+328
1672
$584K ﹤0.01%
20,977
1673
$583K ﹤0.01%
1,368
-359
1674
$582K ﹤0.01%
7,481
+9
1675
$582K ﹤0.01%
27,540
+7,160
65 66
67
68 69