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
2176
$226K ﹤0.01%
5,753
-1,296
2177
$226K ﹤0.01%
4,771
-84
2178
$226K ﹤0.01%
3,011
-1,456
2179
$226K ﹤0.01%
2,360
+40
2180
$225K ﹤0.01%
5,675
-4,046
2181
$225K ﹤0.01%
3,056
-2,530
2182
$224K ﹤0.01%
4,124
-490
2183
$224K ﹤0.01%
1,110
-655
2184
$223K ﹤0.01%
1,313
-570
2185
$223K ﹤0.01%
16,530
-7,738
2186
$222K ﹤0.01%
10,075
-16,425
2187
$222K ﹤0.01%
8,784
-5,334
2188
$222K ﹤0.01%
3,030
+163
2189
$222K ﹤0.01%
+4,539
2190
$221K ﹤0.01%
5,533
-814
2191
$221K ﹤0.01%
2,469
2192
$221K ﹤0.01%
2,158
-1,049
2193
$221K ﹤0.01%
4,880
2194
$220K ﹤0.01%
4,140
-3,302
2195
$219K ﹤0.01%
7,419
+4
2196
$219K ﹤0.01%
3,427
-5,566
2197
$218K ﹤0.01%
911
-208
2198
$218K ﹤0.01%
1,547
-593
2199
$217K ﹤0.01%
7,437
-4,859
2200
$216K ﹤0.01%
2,221
-1,434
86 87
88
89 90