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
701
$968K 0.01%
9,194
+3,766
702
$962K 0.01%
8,384
+1,628
703
$959K 0.01%
6,763
+1,117
704
$957K 0.01%
14,958
+8,366
705
$955K 0.01%
3,906
+458
706
$954K 0.01%
24,156
+177
707
$954K 0.01%
31,059
+1,485
708
$953K 0.01%
39,620
-45
709
$951K 0.01%
29,877
+22,485
710
$948K 0.01%
12,708
+4,434
711
$944K 0.01%
+14,677
712
$941K 0.01%
+14,792
713
$940K 0.01%
18,670
-15,255
714
$932K 0.01%
5,880
-1,299
715
$931K 0.01%
17,643
+39
716
$926K 0.01%
+17,000
717
$924K 0.01%
2,893
+377
718
$923K 0.01%
+28,062
719
$913K 0.01%
76,861
+19,571
720
$905K 0.01%
17,755
+925
721
$905K 0.01%
3,228
+841
722
$904K 0.01%
14,221
+9,918
723
$902K 0.01%
9,686
-3,554
724
$900K 0.01%
8,331
+5,216
725
$890K 0.01%
301,594
+41,784
27 28
29
30 31