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
626
$1.31M 0.01%
+27,069
627
$1.3M 0.01%
25,595
+2,580
628
$1.3M 0.01%
+16,525
629
$1.3M 0.01%
10,067
+2,390
630
$1.3M 0.01%
10,555
+1,830
631
$1.29M 0.01%
29,989
+8,893
632
$1.28M 0.01%
20,141
+5,862
633
$1.28M 0.01%
92,983
-111,521
634
$1.27M 0.01%
20,066
+12,055
635
$1.27M 0.01%
11,008
-444
636
$1.27M 0.01%
20,171
-1,498
637
$1.26M 0.01%
59,404
+418
638
$1.25M 0.01%
+11,746
639
$1.25M 0.01%
21,285
+119
640
$1.25M 0.01%
+88,167
641
$1.24M 0.01%
+25,135
642
$1.24M 0.01%
18,854
+950
643
$1.24M 0.01%
14,224
-2,883
644
$1.23M 0.01%
4,432
+2,085
645
$1.23M 0.01%
9,906
-6,202
646
$1.22M 0.01%
13,686
+1,604
647
$1.22M 0.01%
+4,856
648
$1.21M 0.01%
29,574
-15,332
649
$1.21M 0.01%
158,265
-319
650
$1.19M 0.01%
26,377
+6,195
24 25
26
27 28