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
2276
$159K ﹤0.01%
13,483
-3,500
2277
$159K ﹤0.01%
+10,002
2278
$158K ﹤0.01%
10,691
-4,625
2279
$158K ﹤0.01%
16,722
+6,001
2280
$156K ﹤0.01%
78,101
+26,001
2281
$155K ﹤0.01%
10,719
-1,400
2282
$151K ﹤0.01%
12,071
-9,746
2283
$151K ﹤0.01%
10,374
2284
$150K ﹤0.01%
12,366
-12,909
2285
$150K ﹤0.01%
+13,494
2286
$147K ﹤0.01%
+10,323
2287
$146K ﹤0.01%
4,144
-6,302
2288
$146K ﹤0.01%
4,352
-1,169
2289
$145K ﹤0.01%
19,563
2290
$145K ﹤0.01%
53,057
2291
$145K ﹤0.01%
21,478
+819
2292
$144K ﹤0.01%
12,061
-4,218
2293
$141K ﹤0.01%
18,125
-2,191
2294
$141K ﹤0.01%
+20,161
2295
$140K ﹤0.01%
11,530
-45,600
2296
$139K ﹤0.01%
14,327
-299
2297
$139K ﹤0.01%
26,036
2298
$138K ﹤0.01%
20,180
-8,106
2299
$138K ﹤0.01%
28,299
-35,118
2300
$138K ﹤0.01%
39,191
+20,135
90 91
92
93 94