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
451
$3.07M 0.02%
77,877
+12,934
452
$3.06M 0.02%
+25,146
453
$3.06M 0.02%
42,203
+34,684
454
$3.05M 0.02%
53,251
+10,048
455
$3.03M 0.02%
58,817
+52,144
456
$3.03M 0.02%
93,385
+58,319
457
$3.02M 0.02%
18,864
+6,855
458
$3.02M 0.02%
+141,950
459
$3.01M 0.02%
20,877
+14,640
460
$2.98M 0.02%
28,638
+3,022
461
$2.97M 0.02%
39,040
+35,840
462
$2.95M 0.02%
34,264
+9,797
463
$2.94M 0.02%
545,017
464
$2.87M 0.02%
59,174
+30,622
465
$2.86M 0.02%
81,280
+65,386
466
$2.85M 0.02%
86,783
+3,809
467
$2.85M 0.02%
67,214
+1,072
468
$2.82M 0.02%
136,413
+3,846
469
$2.81M 0.02%
98,881
+2,937
470
$2.79M 0.02%
103,772
+51,671
471
$2.78M 0.02%
50,349
+22,699
472
$2.75M 0.02%
10,669
+7,970
473
$2.74M 0.02%
32,988
+19,829
474
$2.72M 0.02%
33,272
+24,266
475
$2.71M 0.02%
155,492
+3,351
17 18
19
20 21