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
1176
$278K ﹤0.01%
+8,110
1177
$276K ﹤0.01%
+2,556
1178
$275K ﹤0.01%
+5,144
1179
$275K ﹤0.01%
+42,129
1180
$274K ﹤0.01%
62,427
-1,281
1181
$274K ﹤0.01%
+14,231
1182
$273K ﹤0.01%
7,363
-12,325
1183
$272K ﹤0.01%
89,628
+63,117
1184
$272K ﹤0.01%
2,983
+519
1185
$271K ﹤0.01%
1,177
+76
1186
$271K ﹤0.01%
+229
1187
$271K ﹤0.01%
+8,797
1188
$270K ﹤0.01%
8,816
+174
1189
$270K ﹤0.01%
5,183
+567
1190
$270K ﹤0.01%
+7,615
1191
$269K ﹤0.01%
+8,453
1192
$268K ﹤0.01%
+3,682
1193
$268K ﹤0.01%
+525
1194
$267K ﹤0.01%
+1,633
1195
$266K ﹤0.01%
+2,938
1196
$264K ﹤0.01%
2,435
-2,043
1197
$264K ﹤0.01%
+3,972
1198
$264K ﹤0.01%
+2,088
1199
$263K ﹤0.01%
5,670
+6
1200
$263K ﹤0.01%
+11,486
46 47
48
49 50