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
2326
$105K ﹤0.01%
10,522
2327
$104K ﹤0.01%
13,514
-10,441
2328
$103K ﹤0.01%
17,692
-3,664
2329
$103K ﹤0.01%
10,891
-5,551
2330
$102K ﹤0.01%
19,315
+1,683
2331
$100K ﹤0.01%
32,661
+2,421
2332
$98.1K ﹤0.01%
21,604
-461
2333
$97.6K ﹤0.01%
15,668
-17,456
2334
$96K ﹤0.01%
18,200
-8,531
2335
$95.4K ﹤0.01%
+12,220
2336
$94.2K ﹤0.01%
+10,407
2337
$94.1K ﹤0.01%
24,264
2338
$93.9K ﹤0.01%
42,052
+1,168
2339
$92.8K ﹤0.01%
24,579
-8,943
2340
$92.3K ﹤0.01%
13,905
-3,865
2341
$92.2K ﹤0.01%
26,645
-17,752
2342
$91.4K ﹤0.01%
+18,800
2343
$91.2K ﹤0.01%
12,680
-1,253
2344
$90.5K ﹤0.01%
11,992
-12,708
2345
$89.1K ﹤0.01%
46,572
-507
2346
$88.4K ﹤0.01%
35,364
+10
2347
$88.3K ﹤0.01%
11,083
-6,102
2348
$87.4K ﹤0.01%
23,816
-15,892
2349
$87K ﹤0.01%
10,596
-12,266
2350
$86.8K ﹤0.01%
16,510
-19,376
92 93
94
95 96