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
2351
$85K ﹤0.01%
12,317
-7,281
2352
$83K ﹤0.01%
11,844
2353
$82.5K ﹤0.01%
14,518
-1,024
2354
$80K ﹤0.01%
45,110
+2,193
2355
$78.4K ﹤0.01%
13,765
-36,389
2356
$77.4K ﹤0.01%
69,086
+1,165
2357
$77K ﹤0.01%
21,495
-3,335
2358
$75.5K ﹤0.01%
10,264
-921
2359
$74.3K ﹤0.01%
40,758
-3,190
2360
$72.9K ﹤0.01%
28,239
+2,983
2361
$72.7K ﹤0.01%
19,333
2362
$72.7K ﹤0.01%
18,832
-1,586
2363
$72.1K ﹤0.01%
+10,367
2364
$71.3K ﹤0.01%
96,512
+74,000
2365
$70.6K ﹤0.01%
41,787
+9,156
2366
$69.7K ﹤0.01%
18,053
2367
$68.8K ﹤0.01%
24,134
+320
2368
$68.4K ﹤0.01%
11,693
-4,551
2369
$68.1K ﹤0.01%
32,877
+2
2370
$67.7K ﹤0.01%
13,527
-14,634
2371
$64.8K ﹤0.01%
46,644
-118
2372
$64K ﹤0.01%
+48,145
2373
$63.7K ﹤0.01%
12,770
-1,407
2374
$63.3K ﹤0.01%
34,409
2375
$62.7K ﹤0.01%
31,017
93 94
95
96 97