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
1876
$414K ﹤0.01%
14,796
-12,663
1877
$414K ﹤0.01%
1,369
+161
1878
$412K ﹤0.01%
51,369
+206
1879
$412K ﹤0.01%
8,579
-7,181
1880
$411K ﹤0.01%
9,602
+4,772
1881
$411K ﹤0.01%
+8,296
1882
$411K ﹤0.01%
9,983
+266
1883
$409K ﹤0.01%
3,974
+1,129
1884
$408K ﹤0.01%
2,250
-80
1885
$408K ﹤0.01%
+1,467
1886
$407K ﹤0.01%
5,019
+67
1887
$407K ﹤0.01%
9,201
-2,914
1888
$406K ﹤0.01%
3,627
+1,441
1889
$406K ﹤0.01%
2,320
-968
1890
$401K ﹤0.01%
54,852
-61,631
1891
$401K ﹤0.01%
66,326
+43,772
1892
$401K ﹤0.01%
1,864
-949
1893
$398K ﹤0.01%
3,551
-597
1894
$397K ﹤0.01%
8,110
1895
$395K ﹤0.01%
5,152
-443
1896
$395K ﹤0.01%
2,600
-9,443
1897
$394K ﹤0.01%
83,381
+33,463
1898
$394K ﹤0.01%
29,747
-5,059
1899
$393K ﹤0.01%
15,783
-5,901
1900
$393K ﹤0.01%
10,734
+251
74 75
76
77 78