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
1976
$335K ﹤0.01%
18,247
-13,121
1977
$335K ﹤0.01%
15,443
-15,633
1978
$335K ﹤0.01%
+5,276
1979
$335K ﹤0.01%
+15,222
1980
$335K ﹤0.01%
4,051
-396
1981
$334K ﹤0.01%
40,900
+426
1982
$334K ﹤0.01%
4,364
-24
1983
$332K ﹤0.01%
115,862
+23,831
1984
$332K ﹤0.01%
+6,111
1985
$330K ﹤0.01%
16,529
-1,872
1986
$330K ﹤0.01%
+27,649
1987
$330K ﹤0.01%
6,981
-6,292
1988
$329K ﹤0.01%
16,502
-2,392
1989
$329K ﹤0.01%
5,936
+919
1990
$329K ﹤0.01%
8,165
+3,062
1991
$329K ﹤0.01%
55,652
+17,016
1992
$328K ﹤0.01%
24,426
-7,615
1993
$328K ﹤0.01%
+25,666
1994
$328K ﹤0.01%
30,659
+630
1995
$328K ﹤0.01%
34,122
-196
1996
$327K ﹤0.01%
+18,025
1997
$326K ﹤0.01%
15,030
+5,597
1998
$325K ﹤0.01%
3,004
-757
1999
$324K ﹤0.01%
21,883
-796
2000
$323K ﹤0.01%
13,518
+2,642
78 79
80
81 82