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
501
$2.32M 0.01%
+72,003
502
$2.31M 0.01%
14,549
+11,898
503
$2.3M 0.01%
9,893
+34
504
$2.28M 0.01%
41,660
-23,944
505
$2.28M 0.01%
9,957
+1,271
506
$2.25M 0.01%
74,997
+22,466
507
$2.24M 0.01%
63,722
+4,857
508
$2.24M 0.01%
329,031
+34,929
509
$2.22M 0.01%
35,519
-20,774
510
$2.22M 0.01%
12,480
+3,865
511
$2.22M 0.01%
12,158
+2,053
512
$2.2M 0.01%
33,455
-980
513
$2.2M 0.01%
+1,831
514
$2.19M 0.01%
40,021
+32,349
515
$2.17M 0.01%
3,447
-94
516
$2.13M 0.01%
8,260
+478
517
$2.13M 0.01%
58,117
+4,355
518
$2.12M 0.01%
64,306
+19,550
519
$2.11M 0.01%
25,186
+11,596
520
$2.11M 0.01%
126,150
521
$2.09M 0.01%
33,739
+1,567
522
$2.05M 0.01%
+45,610
523
$1.96M 0.01%
24,136
+3,600
524
$1.95M 0.01%
16,839
+8,175
525
$1.95M 0.01%
33,104
+14,747
19 20
21
22 23