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
526
$1.94M 0.01%
+88,156
527
$1.94M 0.01%
33,182
+1,089
528
$1.94M 0.01%
23,080
+846
529
$1.91M 0.01%
64,187
+55,157
530
$1.9M 0.01%
45,763
+30,956
531
$1.88M 0.01%
20,198
+3,551
532
$1.86M 0.01%
73,707
+29,541
533
$1.86M 0.01%
18,042
+10,340
534
$1.86M 0.01%
1,288
+882
535
$1.86M 0.01%
84,840
+2,226
536
$1.85M 0.01%
20,281
+743
537
$1.83M 0.01%
+57,475
538
$1.82M 0.01%
+103,000
539
$1.8M 0.01%
20,994
+2,462
540
$1.8M 0.01%
32,011
+22,924
541
$1.78M 0.01%
2,408
+247
542
$1.78M 0.01%
103,911
543
$1.78M 0.01%
24,151
-1,173
544
$1.77M 0.01%
48,177
545
$1.77M 0.01%
38,767
+14,715
546
$1.76M 0.01%
+31,387
547
$1.75M 0.01%
50,329
+10,752
548
$1.74M 0.01%
+44,717
549
$1.74M 0.01%
+39,558
550
$1.74M 0.01%
+34,785
20 21
22
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