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
1801
$468K ﹤0.01%
42,369
-37,629
1802
$467K ﹤0.01%
12,477
+4,743
1803
$466K ﹤0.01%
1,798
+544
1804
$466K ﹤0.01%
12,584
-38
1805
$465K ﹤0.01%
20,994
1806
$465K ﹤0.01%
20,936
-9,068
1807
$464K ﹤0.01%
4,391
+50
1808
$464K ﹤0.01%
2,686
-660
1809
$462K ﹤0.01%
21,367
-3,706
1810
$462K ﹤0.01%
14,672
+146
1811
$462K ﹤0.01%
21,657
+2,089
1812
$462K ﹤0.01%
216,751
+177,811
1813
$461K ﹤0.01%
21,057
+1,914
1814
$459K ﹤0.01%
17,359
-15,537
1815
$458K ﹤0.01%
23,884
+2,273
1816
$458K ﹤0.01%
11,369
-9,779
1817
$458K ﹤0.01%
1,168
-5,732
1818
$455K ﹤0.01%
8,879
-2,592
1819
$454K ﹤0.01%
24,082
-10,914
1820
$454K ﹤0.01%
5,700
1821
$453K ﹤0.01%
3,332
-2,033
1822
$451K ﹤0.01%
30,028
-6,339
1823
$451K ﹤0.01%
6,085
-197
1824
$449K ﹤0.01%
5,924
1825
$449K ﹤0.01%
30,476
-6,017
71 72
73
74 75