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
2051
$291K ﹤0.01%
6,651
-495
2052
$289K ﹤0.01%
8,988
-280
2053
$289K ﹤0.01%
2,747
-912
2054
$287K ﹤0.01%
+19,180
2055
$286K ﹤0.01%
+13,123
2056
$286K ﹤0.01%
28,989
+2,600
2057
$286K ﹤0.01%
+4,385
2058
$285K ﹤0.01%
+28,532
2059
$285K ﹤0.01%
13,040
-10,556
2060
$285K ﹤0.01%
3,460
-222
2061
$285K ﹤0.01%
37,652
-14,123
2062
$284K ﹤0.01%
+71,271
2063
$284K ﹤0.01%
14,988
-155
2064
$282K ﹤0.01%
3,776
-338
2065
$282K ﹤0.01%
1,688
-1,261
2066
$282K ﹤0.01%
+6,279
2067
$281K ﹤0.01%
8,874
-905
2068
$280K ﹤0.01%
24,779
+10,538
2069
$279K ﹤0.01%
+5,489
2070
$279K ﹤0.01%
6,396
-200
2071
$279K ﹤0.01%
20,461
-42
2072
$278K ﹤0.01%
+33,318
2073
$278K ﹤0.01%
77,753
-23,285
2074
$278K ﹤0.01%
10,725
2075
$278K ﹤0.01%
23,804
-23,804
81 82
83
84 85