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
2076
$277K ﹤0.01%
10,995
-2,875
2077
$277K ﹤0.01%
33,546
-957,929
2078
$277K ﹤0.01%
1,128
-237
2079
$276K ﹤0.01%
11,064
-5,494
2080
$275K ﹤0.01%
3,418
-2,053
2081
$275K ﹤0.01%
7,504
-4,700
2082
$275K ﹤0.01%
2,608
-981
2083
$273K ﹤0.01%
10,805
-91
2084
$273K ﹤0.01%
21,442
-35,599
2085
$272K ﹤0.01%
17,714
-15,077
2086
$271K ﹤0.01%
3,587
2087
$271K ﹤0.01%
6,592
-1,925
2088
$271K ﹤0.01%
7,391
-4,507
2089
$269K ﹤0.01%
+14,901
2090
$268K ﹤0.01%
2,403
-1,554
2091
$268K ﹤0.01%
3,147
-2,202
2092
$268K ﹤0.01%
+1,979
2093
$268K ﹤0.01%
10,700
-193
2094
$268K ﹤0.01%
6,064
-1,109
2095
$267K ﹤0.01%
9,108
-1,019
2096
$266K ﹤0.01%
2,189
-1,392
2097
$266K ﹤0.01%
2,694
-990
2098
$265K ﹤0.01%
15,525
-25,020
2099
$264K ﹤0.01%
18,340
2100
$263K ﹤0.01%
1,792
-161
82 83
84
85 86