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
551
$1.74M 0.01%
62,182
+1,741
552
$1.73M 0.01%
215,993
-24,615
553
$1.73M 0.01%
3,109
-3,003
554
$1.71M 0.01%
12,637
+3,848
555
$1.7M 0.01%
+56,882
556
$1.69M 0.01%
32,940
+18,795
557
$1.68M 0.01%
37,561
+16,868
558
$1.67M 0.01%
+35,616
559
$1.67M 0.01%
+19,079
560
$1.67M 0.01%
+54,925
561
$1.66M 0.01%
21,372
+16,235
562
$1.65M 0.01%
50,238
-14,820
563
$1.64M 0.01%
21,614
+15,904
564
$1.63M 0.01%
144,288
+1,063
565
$1.63M 0.01%
12,026
+5,845
566
$1.62M 0.01%
11,481
-982
567
$1.62M 0.01%
11,436
+342
568
$1.62M 0.01%
1,913
+1,433
569
$1.61M 0.01%
11,032
-1,896
570
$1.6M 0.01%
16,843
+1,305
571
$1.59M 0.01%
130,825
+2,376
572
$1.59M 0.01%
104,230
+39,735
573
$1.59M 0.01%
+18,229
574
$1.59M 0.01%
25,913
+5,580
575
$1.57M 0.01%
85,250
+73,636
21 22
23
24 25