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
1226
$249K ﹤0.01%
+7,252
1227
$249K ﹤0.01%
+350
1228
$249K ﹤0.01%
+5,259
1229
$249K ﹤0.01%
+10,000
1230
$248K ﹤0.01%
+8,187
1231
$248K ﹤0.01%
1,440
+155
1232
$247K ﹤0.01%
+4,668
1233
$246K ﹤0.01%
8,965
1234
$245K ﹤0.01%
+12,621
1235
$244K ﹤0.01%
+5,268
1236
$244K ﹤0.01%
13,780
-104
1237
$242K ﹤0.01%
+4,109
1238
$241K ﹤0.01%
+7,014
1239
$240K ﹤0.01%
+2,290
1240
$240K ﹤0.01%
4,883
-501
1241
$239K ﹤0.01%
+825
1242
$239K ﹤0.01%
+2,499
1243
$237K ﹤0.01%
57,101
+595
1244
$237K ﹤0.01%
+4,853
1245
$235K ﹤0.01%
2,931
-3,891
1246
$235K ﹤0.01%
+2,227
1247
$235K ﹤0.01%
2,379
1248
$234K ﹤0.01%
4,095
-428
1249
$234K ﹤0.01%
5,228
-29
1250
$234K ﹤0.01%
4,943
48 49
50
51 52