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
951
$503K ﹤0.01%
13,359
+856
952
$499K ﹤0.01%
+5,388
953
$499K ﹤0.01%
10,314
+5,244
954
$497K ﹤0.01%
22,944
-3,837
955
$496K ﹤0.01%
15,767
-13,336
956
$495K ﹤0.01%
17,229
+940
957
$494K ﹤0.01%
4,177
-42
958
$494K ﹤0.01%
6,753
-6,894
959
$493K ﹤0.01%
9,892
-937
960
$490K ﹤0.01%
5,385
-21
961
$488K ﹤0.01%
23,792
+11,580
962
$483K ﹤0.01%
3,029
+766
963
$482K ﹤0.01%
100,720
+29,392
964
$479K ﹤0.01%
12,286
+252
965
$477K ﹤0.01%
8,220
+2,556
966
$472K ﹤0.01%
+8,978
967
$469K ﹤0.01%
29,196
+1,643
968
$468K ﹤0.01%
8,192
-1,904
969
$465K ﹤0.01%
+15,633
970
$463K ﹤0.01%
25,264
+2,912
971
$461K ﹤0.01%
4,676
+2,054
972
$461K ﹤0.01%
+2,171
973
$461K ﹤0.01%
11,886
-3,224
974
$460K ﹤0.01%
+24,508
975
$460K ﹤0.01%
5,474
+1,525
37 38
39
40 41