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
926
$528K ﹤0.01%
+17,365
927
$525K ﹤0.01%
+3,121
928
$525K ﹤0.01%
17,288
+1,712
929
$524K ﹤0.01%
21,999
+3,643
930
$523K ﹤0.01%
3,733
-1,771
931
$521K ﹤0.01%
20,653
932
$521K ﹤0.01%
+35,815
933
$520K ﹤0.01%
+6,552
934
$520K ﹤0.01%
8,332
+1,935
935
$518K ﹤0.01%
+3,377
936
$518K ﹤0.01%
+5,795
937
$515K ﹤0.01%
38,665
+14,165
938
$515K ﹤0.01%
220,828
+35,208
939
$514K ﹤0.01%
8,019
-16,001
940
$514K ﹤0.01%
1,500
-71
941
$512K ﹤0.01%
+5,608
942
$511K ﹤0.01%
4,836
+320
943
$510K ﹤0.01%
44,250
+6,939
944
$509K ﹤0.01%
+59,632
945
$508K ﹤0.01%
10,045
+1,970
946
$508K ﹤0.01%
14,785
+323
947
$507K ﹤0.01%
9,818
-5,143
948
$506K ﹤0.01%
+20,200
949
$503K ﹤0.01%
+3,592
950
$503K ﹤0.01%
12,270
36 37
38
39 40