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
651
$1.18M 0.01%
+32,404
652
$1.18M 0.01%
31,096
+7,361
653
$1.17M 0.01%
4,044
+1,267
654
$1.17M 0.01%
+14,098
655
$1.17M 0.01%
12,404
+416
656
$1.16M 0.01%
20,389
-18,250
657
$1.16M 0.01%
+41,187
658
$1.16M 0.01%
15,714
+3,783
659
$1.16M 0.01%
109,317
-94
660
$1.15M 0.01%
+90,294
661
$1.15M 0.01%
20,500
+15,984
662
$1.15M 0.01%
5,842
+2,425
663
$1.15M 0.01%
59,531
+29,127
664
$1.14M 0.01%
5,786
+2,913
665
$1.14M 0.01%
+61,688
666
$1.14M 0.01%
+46,800
667
$1.13M 0.01%
+16,050
668
$1.12M 0.01%
5,937
+3,677
669
$1.11M 0.01%
125,226
670
$1.1M 0.01%
+21,600
671
$1.07M 0.01%
2,098
+446
672
$1.07M 0.01%
24,688
+16,748
673
$1.06M 0.01%
31,970
+22,245
674
$1.06M 0.01%
4,992
-2,933
675
$1.06M 0.01%
12,957
-7,704
25 26
27
28 29