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
601
$1.44M 0.01%
+48,189
602
$1.41M 0.01%
28,861
+398
603
$1.4M 0.01%
16,650
+13,636
604
$1.4M 0.01%
60,000
605
$1.38M 0.01%
5,224
+1,709
606
$1.38M 0.01%
207,101
+64,384
607
$1.38M 0.01%
14,216
+9,492
608
$1.38M 0.01%
14,685
-2,923
609
$1.37M 0.01%
+12,907
610
$1.37M 0.01%
+10,379
611
$1.37M 0.01%
34,285
-1,678
612
$1.37M 0.01%
14,707
+1,499
613
$1.36M 0.01%
47,639
+8,628
614
$1.36M 0.01%
+71,625
615
$1.36M 0.01%
54,675
616
$1.35M 0.01%
63,180
-4,382
617
$1.34M 0.01%
46,140
-5,886
618
$1.34M 0.01%
163,434
+10,042
619
$1.33M 0.01%
26,647
+172
620
$1.32M 0.01%
9,195
-4,217
621
$1.32M 0.01%
+21,334
622
$1.31M 0.01%
+42,747
623
$1.31M 0.01%
7,292
+1,575
624
$1.31M 0.01%
+43,501
625
$1.31M 0.01%
47,106
-2,546
23 24
25
26 27