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
2201
$216K ﹤0.01%
3,412
-2,253
2202
$216K ﹤0.01%
1,347
-277
2203
$215K ﹤0.01%
+28,428
2204
$215K ﹤0.01%
31,502
+400
2205
$215K ﹤0.01%
25,539
+15,312
2206
$215K ﹤0.01%
10,053
-214
2207
$215K ﹤0.01%
18,646
-464
2208
$214K ﹤0.01%
4,726
+1
2209
$214K ﹤0.01%
+10,957
2210
$213K ﹤0.01%
1,650
-4,860
2211
$213K ﹤0.01%
11,626
-2,095
2212
$213K ﹤0.01%
+2,848
2213
$212K ﹤0.01%
1,618
-387
2214
$211K ﹤0.01%
12,851
-13,716
2215
$211K ﹤0.01%
21,734
+10,285
2216
$210K ﹤0.01%
4,513
-2,162
2217
$209K ﹤0.01%
4,066
-1,080
2218
$209K ﹤0.01%
2,747
-2,749
2219
$209K ﹤0.01%
175
-14
2220
$209K ﹤0.01%
25,572
2221
$209K ﹤0.01%
+3,196
2222
$209K ﹤0.01%
2,641
2223
$209K ﹤0.01%
+3,640
2224
$208K ﹤0.01%
+5,237
2225
$208K ﹤0.01%
+2,649
87 88
89
90 91