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
$15.5B
AUM Growth
+$7.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,550
New
Increased
Reduced
Closed

Top Buys

1
+$283M
2
+$248M
3
+$139M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$134M
5
HTO
H2O America
HTO
+$129M

Top Sells

1
+$9.48B
2
+$2.24B
3
+$2.02B
4
PR icon
Permian Resources
PR
+$648M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$413M

Sector Composition

1 Technology 14.61%
2 Healthcare 10.45%
3 Financials 8.27%
4 Industrials 5.88%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.14M 0.06%
16,146
+11,999
277
$9.09M 0.06%
163,501
+113,888
278
$8.99M 0.06%
372,879
+114,993
279
$8.93M 0.06%
593,061
+281,376
280
$8.76M 0.06%
266,935
-15,363
281
$8.6M 0.06%
73,875
-19,063
282
$8.52M 0.05%
108,082
-11,694
283
$8.47M 0.05%
440,671
+2,328
284
$8.27M 0.05%
62,589
+46,582
285
$8.23M 0.05%
93,422
-1,823
286
$8.21M 0.05%
66,291
-3,656
287
$8.16M 0.05%
236,310
+74,526
288
$8.06M 0.05%
93,354
+52,034
289
$8.04M 0.05%
354,218
+175,923
290
$8.01M 0.05%
37,510
-17,063
291
$7.87M 0.05%
426,312
+154,725
292
$7.69M 0.05%
109,472
+64,631
293
$7.63M 0.05%
54,744
+18,068
294
$7.62M 0.05%
42,099
+21,456
295
$7.6M 0.05%
133,324
+54,636
296
$7.56M 0.05%
77,640
+17,889
297
$7.37M 0.05%
188,672
+66,417
298
$7.22M 0.05%
244,860
+59,370
299
$7.17M 0.05%
235,442
+215,837
300
$7.13M 0.05%
204,221
+142,139
10 11
12
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