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
1051
$387K ﹤0.01%
3,239
+533
1052
$385K ﹤0.01%
+13,474
1053
$385K ﹤0.01%
6,773
+273
1054
$385K ﹤0.01%
+16,540
1055
$384K ﹤0.01%
+28,501
1056
$381K ﹤0.01%
8,933
-5,519
1057
$381K ﹤0.01%
+9,041
1058
$381K ﹤0.01%
6,983
+827
1059
$377K ﹤0.01%
24,028
-2,325
1060
$377K ﹤0.01%
61,242
1061
$376K ﹤0.01%
+27,558
1062
$376K ﹤0.01%
+7,975
1063
$375K ﹤0.01%
+12,664
1064
$375K ﹤0.01%
+19,794
1065
$375K ﹤0.01%
+7,517
1066
$374K ﹤0.01%
6,404
+347
1067
$373K ﹤0.01%
+8,789
1068
$370K ﹤0.01%
1,232
-132
1069
$369K ﹤0.01%
617
+11
1070
$369K ﹤0.01%
12,540
+143
1071
$368K ﹤0.01%
5,505
+2,303
1072
$368K ﹤0.01%
+5,580
1073
$367K ﹤0.01%
+5,201
1074
$365K ﹤0.01%
8,879
+29
1075
$365K ﹤0.01%
19,527
+2,878
41 42
43
44 45