Cerity Partners Portfolio holdings
AUM
$61.7B
1-Year Est. Return
18.9%
1 Year Est. Return
+18.9%
AUM
$56.1B
AUM Growth
+$7.4B
(+15%)
Holding
2,784
Top Buys
| 1 | +$218M | |
| 2 | +$217M | |
| 3 | +$195M | |
| 4 |
Bank of America
BAC
|
+$189M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$154M |
Top Sells
| 1 | +$193M | |
| 2 | +$99.6M | |
| 3 | +$79.2M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$63.2M |
| 5 |
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
|
+$62.5M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Financials | 8.42% |
| 3 | Healthcare | 6.12% |
| 4 | Industrials | 4.99% |
| 5 | Consumer Discretionary | 4.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2551
Future Fuel
FF
$164M
| $46.3K | ﹤0.01% |
11,945
-10,446
|
|
||
2552
Navitas Semiconductor
NVTS
$1.92B
| $45.2K | ﹤0.01% |
+11,564
|
|
||
2553
Standard BioTools
LAB
$423M
| $45K | ﹤0.01% |
37,501
+15,470
|
|
||
|
SLI
2554
Standard Lithium
SLI
$815M
| $44.4K | ﹤0.01% |
+22,668
|
|
||
2555
Microvision
MVIS
$316M
| $44.2K | ﹤0.01% |
+55,385
|
|
||
2556
Open Lending Corp
LPRO
$197M
| $43.9K | ﹤0.01% |
+22,644
|
|
||
2557
Lucid Motors
LCID
$5.46B
| $42.3K | ﹤0.01% |
2,006
-35
|
|
||
|
LFT
2558
Lument Finance Trust
LFT
$80.1M
| $40.2K | ﹤0.01% |
18,189
-4,526
|
|
||
2559
Caribou Biosciences
CRBU
$202M
| $40.1K | ﹤0.01% |
31,802
-8,920
|
|
||
2560
NIO
NIO
$18.3B
| $39.9K | ﹤0.01% |
11,597
-7,402
|
|
||
2561
American Vanguard Corp
AVD
$141M
| $39.9K | ﹤0.01% |
10,179
-708
|
|
||
2562
GrafTech
EAF
$309M
| $39.8K | ﹤0.01% |
4,094
-1,524
|
|
||
2563
OmniAb
OABI
$203M
| $39.3K | ﹤0.01% |
22,612
+11,919
|
|
||
2564
TRX Gold Corp
TRX
$165M
| $39.3K | ﹤0.01% |
117,371
|
|
||
2565
Tilray
TLRY
$1.38B
| $38.5K | ﹤0.01% |
92,560
+45,929
|
|
||
2566
DocGo
DCGO
$102M
| $37.1K | ﹤0.01% |
+23,626
|
|
||
2567
Anywhere Real Estate
HOUS
$1.28B
| $36.8K | ﹤0.01% |
10,156
-10,691
|
|
||
2568
Puma Biotechnology
PBYI
$253M
| $36.1K | ﹤0.01% |
+10,528
|
|
||
2569
CPI Aerostructures
CVU
$28.1M
| $35K | ﹤0.01% |
10,000
|
|
||
2570
Berry Corp
BRY
$257M
| $34.8K | ﹤0.01% |
12,576
-10,021
|
|
||
2571
Solid Power
SLDP
$1.31B
| $34.7K | ﹤0.01% |
15,859
+1,659
|
|
||
2572
Humacyte
HUMA
$251M
| $34.7K | ﹤0.01% |
+16,610
|
|
||
2573
Alector
ALEC
$128M
| $33.2K | ﹤0.01% |
23,736
-17,828
|
|
||
2574
Editas Medicine
EDIT
$244M
| $33.1K | ﹤0.01% |
15,032
-34,028
|
|
||
|
OKYO
2575
OKYO Pharma
OKYO
$99.7M
| $32.9K | ﹤0.01% |
12,812
|
|