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
2251
$183K ﹤0.01%
+11,385
2252
$182K ﹤0.01%
10,035
-1,194
2253
$181K ﹤0.01%
+10,500
2254
$179K ﹤0.01%
12,645
-303
2255
$179K ﹤0.01%
11,285
+35
2256
$178K ﹤0.01%
18,725
+698
2257
$175K ﹤0.01%
11,262
+42
2258
$174K ﹤0.01%
28,053
-42
2259
$174K ﹤0.01%
14,661
+41
2260
$174K ﹤0.01%
10,500
2261
$173K ﹤0.01%
11,196
-5,047
2262
$172K ﹤0.01%
14,835
-400
2263
$171K ﹤0.01%
10,172
-805
2264
$171K ﹤0.01%
32,634
+7,709
2265
$170K ﹤0.01%
+10,032
2266
$169K ﹤0.01%
42,408
+638
2267
$169K ﹤0.01%
3,451
-2,710
2268
$168K ﹤0.01%
23,840
-10,519
2269
$168K ﹤0.01%
92,675
-40,474
2270
$166K ﹤0.01%
10,170
-20,592
2271
$165K ﹤0.01%
+18,595
2272
$164K ﹤0.01%
+13,360
2273
$162K ﹤0.01%
47,919
-2,880
2274
$161K ﹤0.01%
26,621
+836
2275
$161K ﹤0.01%
50,518
-193
89 90
91
92 93