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
2301
$135K ﹤0.01%
+14,184
2302
$135K ﹤0.01%
11,061
-409
2303
$134K ﹤0.01%
10,414
-44,842
2304
$132K ﹤0.01%
14,837
-5,160
2305
$132K ﹤0.01%
10,479
-5,954
2306
$131K ﹤0.01%
19,126
-11,726
2307
$129K ﹤0.01%
20,775
-1,090
2308
$129K ﹤0.01%
13,102
-1,726
2309
$128K ﹤0.01%
14,381
-1,751
2310
$127K ﹤0.01%
11,235
-3,477
2311
$124K ﹤0.01%
29,452
+6,993
2312
$124K ﹤0.01%
10,634
-913
2313
$123K ﹤0.01%
33,580
-395
2314
$122K ﹤0.01%
36,693
+13,848
2315
$122K ﹤0.01%
+12,839
2316
$120K ﹤0.01%
10,681
-4,390
2317
$119K ﹤0.01%
+15,913
2318
$118K ﹤0.01%
11,131
+521
2319
$116K ﹤0.01%
11,991
-14,831
2320
$114K ﹤0.01%
11,675
+214
2321
$113K ﹤0.01%
30,579
-333
2322
$112K ﹤0.01%
16,688
-2,792
2323
$109K ﹤0.01%
19,725
2324
$108K ﹤0.01%
13,938
2325
$105K ﹤0.01%
11,481
-7,422
91 92
93
94 95