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
1951
$353K ﹤0.01%
2,520
-784
1952
$353K ﹤0.01%
2,146
-486
1953
$353K ﹤0.01%
17,417
+9,186
1954
$352K ﹤0.01%
+15,662
1955
$352K ﹤0.01%
12,995
-2,630
1956
$351K ﹤0.01%
5,582
-939
1957
$351K ﹤0.01%
11,239
-216
1958
$351K ﹤0.01%
11,495
-10,319
1959
$350K ﹤0.01%
10,311
1960
$350K ﹤0.01%
11,446
-6,656
1961
$349K ﹤0.01%
61,977
+32,786
1962
$349K ﹤0.01%
20,459
+6,173
1963
$348K ﹤0.01%
5,399
+395
1964
$348K ﹤0.01%
3,298
-256
1965
$347K ﹤0.01%
3,227
-1,026
1966
$347K ﹤0.01%
15,793
-3,843
1967
$346K ﹤0.01%
3,382
-3,350
1968
$340K ﹤0.01%
86,949
+2,143
1969
$340K ﹤0.01%
37,285
+1,189
1970
$339K ﹤0.01%
2,741
-538
1971
$339K ﹤0.01%
4,153
+2,632
1972
$339K ﹤0.01%
11,917
-10,765
1973
$337K ﹤0.01%
2,457
+17
1974
$336K ﹤0.01%
3,155
-16,714
1975
$336K ﹤0.01%
8,318
-68
77 78
79
80 81