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
1676
$581K ﹤0.01%
15,030
+4,378
1677
$578K ﹤0.01%
2,360
-223
1678
$577K ﹤0.01%
+8,778
1679
$577K ﹤0.01%
38,416
-41,715
1680
$576K ﹤0.01%
23,591
-2,418
1681
$575K ﹤0.01%
17,865
+6,168
1682
$575K ﹤0.01%
16,106
-10,964
1683
$574K ﹤0.01%
15,303
1684
$573K ﹤0.01%
50,074
+15,589
1685
$573K ﹤0.01%
30,621
-1,093
1686
$572K ﹤0.01%
3,331
+1,031
1687
$572K ﹤0.01%
4,223
+1,599
1688
$570K ﹤0.01%
3,784
-288
1689
$569K ﹤0.01%
5,943
-3,603
1690
$569K ﹤0.01%
307,171
+328
1691
$567K ﹤0.01%
15,800
1692
$567K ﹤0.01%
15,599
-4,120
1693
$567K ﹤0.01%
34,079
+2,100
1694
$566K ﹤0.01%
11,200
-313
1695
$565K ﹤0.01%
29,101
+6,406
1696
$565K ﹤0.01%
17,167
+1,789
1697
$564K ﹤0.01%
10,435
+2,763
1698
$562K ﹤0.01%
7,023
+3,242
1699
$561K ﹤0.01%
2,070
+57
1700
$559K ﹤0.01%
19,781
+4,490
66 67
68
69 70