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
2151
$239K ﹤0.01%
7,218
-7,166
2152
$239K ﹤0.01%
14,036
+3,644
2153
$239K ﹤0.01%
+3,600
2154
$239K ﹤0.01%
5,100
2155
$239K ﹤0.01%
10,151
-3,803
2156
$239K ﹤0.01%
+4,478
2157
$239K ﹤0.01%
4,281
-1,636
2158
$238K ﹤0.01%
11,135
-10
2159
$237K ﹤0.01%
18,500
-5,500
2160
$236K ﹤0.01%
23,408
-2,683
2161
$236K ﹤0.01%
22,992
-1,165
2162
$236K ﹤0.01%
2,831
-744
2163
$235K ﹤0.01%
1,883
2164
$235K ﹤0.01%
3,082
+711
2165
$235K ﹤0.01%
2,592
-1,034
2166
$234K ﹤0.01%
8,345
-2,746
2167
$233K ﹤0.01%
3,891
-1,457
2168
$233K ﹤0.01%
34,205
-28,471
2169
$232K ﹤0.01%
10,452
2170
$229K ﹤0.01%
3,780
-614
2171
$229K ﹤0.01%
+11,084
2172
$229K ﹤0.01%
+13,318
2173
$228K ﹤0.01%
+13,213
2174
$227K ﹤0.01%
9,314
+785
2175
$227K ﹤0.01%
16,023
-1,297
85 86
87
88 89