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
1701
$557K ﹤0.01%
55,885
+575
1702
$557K ﹤0.01%
9,324
-418
1703
$554K ﹤0.01%
84,158
-5,000
1704
$552K ﹤0.01%
5,738
-2,282
1705
$550K ﹤0.01%
17,230
+1,906
1706
$549K ﹤0.01%
20,350
1707
$548K ﹤0.01%
46,813
+26,745
1708
$548K ﹤0.01%
26,482
-2,251
1709
$547K ﹤0.01%
1,104
-333
1710
$547K ﹤0.01%
124,398
-1,746
1711
$547K ﹤0.01%
5,837
+2,537
1712
$547K ﹤0.01%
6,045
-6,616
1713
$546K ﹤0.01%
19,606
-6,957
1714
$546K ﹤0.01%
3,329
+1,104
1715
$545K ﹤0.01%
4,042
+144
1716
$545K ﹤0.01%
17,729
+67
1717
$543K ﹤0.01%
7,982
+116
1718
$541K ﹤0.01%
10,930
-13,795
1719
$537K ﹤0.01%
20,003
+1,226
1720
$535K ﹤0.01%
7,112
-245
1721
$535K ﹤0.01%
11,479
-1,195
1722
$534K ﹤0.01%
19,230
1723
$534K ﹤0.01%
+52,872
1724
$532K ﹤0.01%
22,696
+1,742
1725
$532K ﹤0.01%
16,546
-6
67 68
69
70 71