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
1776
$489K ﹤0.01%
20,710
+177
1777
$488K ﹤0.01%
5,645
+2,834
1778
$487K ﹤0.01%
19,312
-11,226
1779
$487K ﹤0.01%
8,343
-5,426
1780
$487K ﹤0.01%
25,429
+2,256
1781
$486K ﹤0.01%
12,597
-4,727
1782
$486K ﹤0.01%
6,012
-2,832
1783
$486K ﹤0.01%
20,000
1784
$486K ﹤0.01%
16,848
1785
$486K ﹤0.01%
7,601
-529
1786
$485K ﹤0.01%
68,985
-44,040
1787
$485K ﹤0.01%
+20,404
1788
$484K ﹤0.01%
89,270
-23,301
1789
$483K ﹤0.01%
20,870
1790
$482K ﹤0.01%
9,975
+2,273
1791
$481K ﹤0.01%
5,608
+483
1792
$481K ﹤0.01%
24,442
-13,553
1793
$481K ﹤0.01%
20,035
+1,122
1794
$480K ﹤0.01%
4,629
+1,218
1795
$480K ﹤0.01%
10,230
+294
1796
$472K ﹤0.01%
4,913
+532
1797
$471K ﹤0.01%
7,185
+468
1798
$471K ﹤0.01%
+52,826
1799
$469K ﹤0.01%
5,649
+2,270
1800
$468K ﹤0.01%
53,076
-6,313
70 71
72
73 74