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
476
$2.71M 0.02%
+21,700
477
$2.69M 0.02%
+63,028
478
$2.69M 0.02%
59,238
+9,104
479
$2.69M 0.02%
52,663
+24,967
480
$2.68M 0.02%
18,835
+16,602
481
$2.67M 0.02%
117,020
+52,502
482
$2.58M 0.02%
14,442
-4,567
483
$2.57M 0.02%
122,180
-5,098
484
$2.55M 0.02%
16,997
+12,446
485
$2.53M 0.02%
547,719
+11,628
486
$2.52M 0.02%
+86,922
487
$2.52M 0.02%
92,614
+10,268
488
$2.51M 0.02%
56,632
+39,636
489
$2.49M 0.02%
90,151
+63,386
490
$2.49M 0.02%
113,042
+39,733
491
$2.47M 0.02%
+79,617
492
$2.46M 0.02%
1,864
+366
493
$2.45M 0.02%
62,954
-7,084
494
$2.42M 0.02%
80,854
+50,763
495
$2.38M 0.02%
145,825
+4,019
496
$2.35M 0.02%
75,906
+56,829
497
$2.35M 0.02%
1,189
-327,876
498
$2.35M 0.02%
+36,133
499
$2.32M 0.01%
68,790
-195
500
$2.32M 0.01%
30,303
+4,025
18 19
20
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