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
876
$579K ﹤0.01%
12,214
+2,024
877
$578K ﹤0.01%
18,235
-415
878
$578K ﹤0.01%
17,186
+2,455
879
$576K ﹤0.01%
69,124
-6,354
880
$576K ﹤0.01%
71,990
+7,575
881
$574K ﹤0.01%
20,839
-70
882
$572K ﹤0.01%
16,034
+4,082
883
$571K ﹤0.01%
1,975
+281
884
$569K ﹤0.01%
+4,441
885
$568K ﹤0.01%
3,085
-246
886
$568K ﹤0.01%
1,421
-1,523
887
$566K ﹤0.01%
8,982
+5,575
888
$565K ﹤0.01%
4,221
-59
889
$564K ﹤0.01%
12,309
+6,640
890
$563K ﹤0.01%
+6,225
891
$562K ﹤0.01%
19,221
+919
892
$562K ﹤0.01%
+40,500
893
$561K ﹤0.01%
3,491
+79
894
$559K ﹤0.01%
14,206
-9,176
895
$556K ﹤0.01%
+11,853
896
$556K ﹤0.01%
13,354
+6,127
897
$554K ﹤0.01%
16,240
-220
898
$550K ﹤0.01%
25,462
+1,204
899
$549K ﹤0.01%
+4,889
900
$548K ﹤0.01%
15,052
-133
34 35
36
37 38