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
2226
$207K ﹤0.01%
10,494
-1,475
2227
$206K ﹤0.01%
35,029
-7,617
2228
$206K ﹤0.01%
29,194
-1,540
2229
$206K ﹤0.01%
4,120
-16,086
2230
$205K ﹤0.01%
+10,240
2231
$205K ﹤0.01%
+6,474
2232
$205K ﹤0.01%
15,031
+2,753
2233
$205K ﹤0.01%
12,902
-3,663
2234
$203K ﹤0.01%
4,076
2235
$203K ﹤0.01%
59,373
+5,987
2236
$203K ﹤0.01%
4,443
-293
2237
$202K ﹤0.01%
11,565
-3,547
2238
$201K ﹤0.01%
1,458
-65
2239
$201K ﹤0.01%
4,025
-41
2240
$200K ﹤0.01%
+3,416
2241
$200K ﹤0.01%
1,532
-858
2242
$200K ﹤0.01%
11,920
-19,270
2243
$196K ﹤0.01%
25,684
+953
2244
$195K ﹤0.01%
+10,420
2245
$190K ﹤0.01%
19,026
-1,469
2246
$190K ﹤0.01%
10,263
+234
2247
$189K ﹤0.01%
44,528
-4
2248
$188K ﹤0.01%
46,255
-5,986
2249
$184K ﹤0.01%
16,176
-241
2250
$184K ﹤0.01%
2,950
-2,677
88 89
90
91 92