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
676
$1.05M 0.01%
6,737
+4,303
677
$1.05M 0.01%
15,875
+11,493
678
$1.04M 0.01%
20,881
+12,149
679
$1.03M 0.01%
87,991
+21,291
680
$1.02M 0.01%
+13,180
681
$1.02M 0.01%
17,951
+5,510
682
$1.02M 0.01%
+32,365
683
$1.01M 0.01%
+41,826
684
$1.01M 0.01%
8,764
-630
685
$1.01M 0.01%
5,876
+1,658
686
$1M 0.01%
+11,906
687
$1M 0.01%
20,020
+75
688
$1M 0.01%
24,809
689
$997K 0.01%
30,340
+5,837
690
$994K 0.01%
12,981
+3,798
691
$992K 0.01%
+30,017
692
$983K 0.01%
6,679
+1,014
693
$983K 0.01%
15,230
+8,438
694
$983K 0.01%
+17,744
695
$983K 0.01%
11,832
+5,182
696
$979K 0.01%
45,050
+4,566
697
$978K 0.01%
84,806
-8,292
698
$977K 0.01%
12,120
+6,047
699
$977K 0.01%
4,247
+2,192
700
$969K 0.01%
+31,254
26 27
28
29 30