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
2376
$60.4K ﹤0.01%
22,715
2377
$59.8K ﹤0.01%
16,467
-4,916
2378
$54.5K ﹤0.01%
15,264
-1,077
2379
$52.2K ﹤0.01%
+11,188
2380
$51.3K ﹤0.01%
15,367
+171
2381
$43.7K ﹤0.01%
16,759
2382
$42K ﹤0.01%
12,921
-2,726
2383
$40.5K ﹤0.01%
+10,000
2384
$40.2K ﹤0.01%
29,723
-14,854
2385
$39.9K ﹤0.01%
+12,922
2386
$39.8K ﹤0.01%
+10,454
2387
$36.4K ﹤0.01%
21,327
-3,493
2388
$36K ﹤0.01%
117,371
2389
$34.5K ﹤0.01%
+18,156
2390
$34.5K ﹤0.01%
1,723
2391
$31.1K ﹤0.01%
+11,809
2392
$30.8K ﹤0.01%
+13,312
2393
$30.6K ﹤0.01%
13,435
+1
2394
$30.2K ﹤0.01%
15,451
-2,164
2395
$28.8K ﹤0.01%
23,643
2396
$28.7K ﹤0.01%
13,678
-2,035
2397
$28.2K ﹤0.01%
823,134
+806,846
2398
$26.6K ﹤0.01%
20,780
2399
$26.1K ﹤0.01%
15,293
-4,100
2400
$25.1K ﹤0.01%
+15,380
94 95
96
97 98