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
1726
$529K ﹤0.01%
236,387
-197,482
1727
$529K ﹤0.01%
5,837
+318
1728
$528K ﹤0.01%
+11,339
1729
$524K ﹤0.01%
13,486
+814
1730
$522K ﹤0.01%
24,103
+1,315
1731
$522K ﹤0.01%
959
+110
1732
$521K ﹤0.01%
37,191
-5,150
1733
$520K ﹤0.01%
+10,161
1734
$520K ﹤0.01%
5,985
-910
1735
$519K ﹤0.01%
4,086
-7,948
1736
$518K ﹤0.01%
13,056
-1,185
1737
$518K ﹤0.01%
17,835
-4,011
1738
$518K ﹤0.01%
10,854
-2,795
1739
$518K ﹤0.01%
23,238
-31,757
1740
$518K ﹤0.01%
10,251
-4,159
1741
$516K ﹤0.01%
14,826
+392
1742
$515K ﹤0.01%
2,199
+711
1743
$514K ﹤0.01%
+9,369
1744
$514K ﹤0.01%
11,043
+136
1745
$513K ﹤0.01%
6,007
+7
1746
$512K ﹤0.01%
21,507
+1,538
1747
$511K ﹤0.01%
3,804
+1,682
1748
$511K ﹤0.01%
17,930
+2,234
1749
$510K ﹤0.01%
14,603
+2,366
1750
$510K ﹤0.01%
11,198
+276
68 69
70
71 72