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
1251
$234K ﹤0.01%
+4,334
1252
$233K ﹤0.01%
21,434
+8,242
1253
$233K ﹤0.01%
+5,610
1254
$233K ﹤0.01%
19,299
+5,707
1255
$232K ﹤0.01%
+702
1256
$232K ﹤0.01%
+1,422
1257
$231K ﹤0.01%
9,091
-5,773
1258
$231K ﹤0.01%
12,851
-388
1259
$230K ﹤0.01%
+6,732
1260
$230K ﹤0.01%
23,611
1261
$230K ﹤0.01%
+1,315
1262
$230K ﹤0.01%
+9,913
1263
$229K ﹤0.01%
+4,663
1264
$229K ﹤0.01%
13,672
+50
1265
$228K ﹤0.01%
+4,360
1266
$228K ﹤0.01%
+8,490
1267
$228K ﹤0.01%
+1,416
1268
$228K ﹤0.01%
5,487
-1,945
1269
$227K ﹤0.01%
3,749
-182
1270
$227K ﹤0.01%
4,444
-295
1271
$227K ﹤0.01%
+7,850
1272
$225K ﹤0.01%
+12,125
1273
$225K ﹤0.01%
+3,703
1274
$225K ﹤0.01%
9,424
-3,600
1275
$225K ﹤0.01%
+1,980
49 50
51
52 53