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
1751
$508K ﹤0.01%
28,917
-2,027
1752
$507K ﹤0.01%
7,544
-998
1753
$507K ﹤0.01%
5,978
+1,380
1754
$507K ﹤0.01%
16,946
+2,625
1755
$504K ﹤0.01%
3,038
+900
1756
$502K ﹤0.01%
322,964
-3,953
1757
$502K ﹤0.01%
24,835
1758
$502K ﹤0.01%
90,013
-9,778
1759
$499K ﹤0.01%
15,614
-3,217
1760
$499K ﹤0.01%
70,637
-5,548
1761
$499K ﹤0.01%
9,370
1762
$498K ﹤0.01%
12,586
+152
1763
$498K ﹤0.01%
7,755
+3,755
1764
$497K ﹤0.01%
1,470
-121
1765
$496K ﹤0.01%
41,420
-79
1766
$496K ﹤0.01%
31,908
-6,415
1767
$494K ﹤0.01%
5,159
-2,441
1768
$493K ﹤0.01%
13,579
-9,401
1769
$492K ﹤0.01%
+10,000
1770
$492K ﹤0.01%
+10,625
1771
$491K ﹤0.01%
17,732
1772
$491K ﹤0.01%
6,501
+1,614
1773
$491K ﹤0.01%
3,420
-1,022
1774
$490K ﹤0.01%
+15,279
1775
$489K ﹤0.01%
24,381
-1,750
69 70
71
72 73