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
901
$546K ﹤0.01%
+7,348
902
$546K ﹤0.01%
8,610
-5,693
903
$545K ﹤0.01%
1,969
+386
904
$545K ﹤0.01%
4,860
-1,725
905
$544K ﹤0.01%
19,615
+1,840
906
$543K ﹤0.01%
14,342
-905
907
$542K ﹤0.01%
+76,840
908
$542K ﹤0.01%
3,921
+1,352
909
$542K ﹤0.01%
1,611
+391
910
$541K ﹤0.01%
18,609
-3,598
911
$541K ﹤0.01%
+1,944
912
$540K ﹤0.01%
5,436
+2,542
913
$539K ﹤0.01%
+18,996
914
$538K ﹤0.01%
3,282
+327
915
$537K ﹤0.01%
5,381
-3,079
916
$535K ﹤0.01%
+11,195
917
$533K ﹤0.01%
56,184
+6,475
918
$533K ﹤0.01%
+18,961
919
$532K ﹤0.01%
12,970
+1,274
920
$532K ﹤0.01%
+2,776
921
$531K ﹤0.01%
2,437
+458
922
$530K ﹤0.01%
11,647
+6,083
923
$530K ﹤0.01%
+9,085
924
$529K ﹤0.01%
7,046
-444
925
$528K ﹤0.01%
23,961
35 36
37
38 39