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
1901
$393K ﹤0.01%
57,829
-1,468
1902
$392K ﹤0.01%
3,497
+1,084
1903
$391K ﹤0.01%
4,303
-871
1904
$390K ﹤0.01%
410,796
1905
$390K ﹤0.01%
7,595
-3,071
1906
$389K ﹤0.01%
+2,366
1907
$388K ﹤0.01%
40,704
-52,892
1908
$387K ﹤0.01%
9,402
-8,835
1909
$386K ﹤0.01%
13,960
-2,695
1910
$386K ﹤0.01%
+4,886
1911
$383K ﹤0.01%
20,358
+333
1912
$383K ﹤0.01%
12,636
-7,182
1913
$383K ﹤0.01%
9,450
+133
1914
$382K ﹤0.01%
+19,302
1915
$382K ﹤0.01%
6,048
+2,883
1916
$380K ﹤0.01%
7,919
+1,959
1917
$380K ﹤0.01%
5,749
-318
1918
$379K ﹤0.01%
10,805
-1,808
1919
$379K ﹤0.01%
9,052
+38
1920
$377K ﹤0.01%
+1,748
1921
$377K ﹤0.01%
11,056
-504
1922
$376K ﹤0.01%
10,688
-1,703
1923
$376K ﹤0.01%
98,825
-289
1924
$374K ﹤0.01%
+3,775
1925
$373K ﹤0.01%
10,354
-1,686
75 76
77
78 79