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
1851
$428K ﹤0.01%
90,443
+63,968
1852
$428K ﹤0.01%
10,870
1853
$427K ﹤0.01%
5,005
+102
1854
$427K ﹤0.01%
7,760
-1,394
1855
$426K ﹤0.01%
10,369
-1,127
1856
$426K ﹤0.01%
15,001
+8,338
1857
$425K ﹤0.01%
11,265
-7,509
1858
$424K ﹤0.01%
4,527
-422
1859
$424K ﹤0.01%
1,901
-105
1860
$423K ﹤0.01%
5,398
-770
1861
$422K ﹤0.01%
13,661
-2,616
1862
$421K ﹤0.01%
16,733
1863
$421K ﹤0.01%
16,084
+1,367
1864
$420K ﹤0.01%
3,298
-599
1865
$419K ﹤0.01%
4,941
+1,198
1866
$417K ﹤0.01%
20,908
+6,295
1867
$417K ﹤0.01%
2,242
+363
1868
$417K ﹤0.01%
16,449
+6,300
1869
$417K ﹤0.01%
10,667
1870
$416K ﹤0.01%
+4,836
1871
$416K ﹤0.01%
54,517
+4,082
1872
$416K ﹤0.01%
1,188
-637
1873
$415K ﹤0.01%
8,680
-2,590
1874
$415K ﹤0.01%
8,825
-989
1875
$415K ﹤0.01%
41,104
+770
73 74
75
76 77