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
726
$888K 0.01%
13,705
+7,860
727
$888K 0.01%
+15,444
728
$884K 0.01%
7,769
+1,906
729
$883K 0.01%
16,144
+3,129
730
$881K 0.01%
12,906
+3,770
731
$881K 0.01%
+12,156
732
$877K 0.01%
10,577
+6,915
733
$869K 0.01%
+97,121
734
$869K 0.01%
9,915
+2,141
735
$864K 0.01%
33,618
-1,522
736
$861K 0.01%
131,803
+23,511
737
$860K 0.01%
24,568
+17,680
738
$858K 0.01%
54,991
-22,936
739
$854K 0.01%
+1,414
740
$851K 0.01%
53,284
+487
741
$846K 0.01%
21,892
+3,076
742
$846K 0.01%
10,232
+636
743
$845K 0.01%
31,068
+9,435
744
$840K 0.01%
+46,171
745
$839K 0.01%
13,655
+2,710
746
$837K 0.01%
10,182
+2,262
747
$835K 0.01%
6,124
+1,450
748
$833K 0.01%
17,640
-11,755
749
$831K 0.01%
13,683
+649
750
$829K 0.01%
+10,154
28 29
30
31 32