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
851
$616K ﹤0.01%
+57,311
852
$615K ﹤0.01%
34,492
+16,210
853
$615K ﹤0.01%
27,934
-15
854
$610K ﹤0.01%
8,611
+1,532
855
$609K ﹤0.01%
+2,770
856
$609K ﹤0.01%
8,283
+445
857
$607K ﹤0.01%
12,443
+1,012
858
$606K ﹤0.01%
35,298
+325
859
$601K ﹤0.01%
8,682
-4,794
860
$600K ﹤0.01%
19,268
-3,619
861
$597K ﹤0.01%
3,052
+758
862
$597K ﹤0.01%
58,891
+10,363
863
$597K ﹤0.01%
20,824
+1,505
864
$590K ﹤0.01%
14,457
-155
865
$588K ﹤0.01%
15,902
-796
866
$586K ﹤0.01%
29,048
-5,883
867
$586K ﹤0.01%
163,876
+36,757
868
$583K ﹤0.01%
+19,500
869
$582K ﹤0.01%
4,395
+1,822
870
$582K ﹤0.01%
16,367
+8
871
$582K ﹤0.01%
12,447
+1,278
872
$581K ﹤0.01%
+86,035
873
$580K ﹤0.01%
23,945
+3,259
874
$580K ﹤0.01%
18,092
+2,977
875
$579K ﹤0.01%
34,146
+1,796
33 34
35
36 37