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
576
$1.57M 0.01%
87,164
+126
577
$1.57M 0.01%
+19,603
578
$1.56M 0.01%
137,183
+126,383
579
$1.56M 0.01%
4,588
+2,830
580
$1.55M 0.01%
+18,247
581
$1.55M 0.01%
62,963
+5,965
582
$1.55M 0.01%
6,401
-278
583
$1.54M 0.01%
18,433
+4,883
584
$1.54M 0.01%
33,320
-19,179
585
$1.53M 0.01%
128,554
586
$1.52M 0.01%
+13,910
587
$1.5M 0.01%
21,892
+14,144
588
$1.5M 0.01%
12,267
+7,364
589
$1.5M 0.01%
420,387
-566,476
590
$1.49M 0.01%
50,067
-6,694
591
$1.48M 0.01%
28,691
+3,325
592
$1.47M 0.01%
+67,142
593
$1.47M 0.01%
64,765
+21,981
594
$1.47M 0.01%
23,377
+14,304
595
$1.46M 0.01%
13,375
596
$1.46M 0.01%
13,030
+8,712
597
$1.46M 0.01%
21,791
+5,539
598
$1.45M 0.01%
+42,309
599
$1.44M 0.01%
12,753
+5,338
600
$1.44M 0.01%
18,432
+3,690
22 23
24
25 26