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
2126
$246K ﹤0.01%
13,159
-5,291
2127
$246K ﹤0.01%
24,138
2128
$246K ﹤0.01%
+7,224
2129
$246K ﹤0.01%
8,391
-5,015
2130
$245K ﹤0.01%
10,185
-2,883
2131
$245K ﹤0.01%
9,751
-5,195
2132
$245K ﹤0.01%
+13,660
2133
$245K ﹤0.01%
4,999
-2,084
2134
$244K ﹤0.01%
13,899
-9,386
2135
$244K ﹤0.01%
+4,929
2136
$244K ﹤0.01%
14,210
+276
2137
$244K ﹤0.01%
15,008
-14,433
2138
$243K ﹤0.01%
2,952
-772
2139
$243K ﹤0.01%
2,368
+84
2140
$242K ﹤0.01%
11,940
2141
$242K ﹤0.01%
12,150
-3,850
2142
$242K ﹤0.01%
9,135
-800
2143
$241K ﹤0.01%
10,743
+1
2144
$241K ﹤0.01%
5,977
-618
2145
$241K ﹤0.01%
6,408
-1,244
2146
$240K ﹤0.01%
7,437
-1,608
2147
$240K ﹤0.01%
2,835
-1,186
2148
$240K ﹤0.01%
7,611
-2,726
2149
$240K ﹤0.01%
30,019
-3,207
2150
$240K ﹤0.01%
4,828
-411
84 85
86
87 88