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
1326
$208K ﹤0.01%
+3,503
1327
$208K ﹤0.01%
+2,981
1328
$207K ﹤0.01%
+7,190
1329
$206K ﹤0.01%
+7,505
1330
$206K ﹤0.01%
2,272
-874
1331
$206K ﹤0.01%
+1,059
1332
$206K ﹤0.01%
5,134
-3,139
1333
$205K ﹤0.01%
+2,379
1334
$204K ﹤0.01%
+3,515
1335
$204K ﹤0.01%
+2,779
1336
$203K ﹤0.01%
+4,236
1337
$203K ﹤0.01%
+4,531
1338
$203K ﹤0.01%
+6,367
1339
$203K ﹤0.01%
+5,372
1340
$202K ﹤0.01%
+15,777
1341
$201K ﹤0.01%
+8,956
1342
$201K ﹤0.01%
1,342
-518
1343
$201K ﹤0.01%
+3,357
1344
$199K ﹤0.01%
11,371
+133
1345
$194K ﹤0.01%
17,233
+5,667
1346
$194K ﹤0.01%
15,675
-114,573
1347
$194K ﹤0.01%
38,459
+2,825
1348
$193K ﹤0.01%
+12,008
1349
$192K ﹤0.01%
85,554
+47,411
1350
$191K ﹤0.01%
32,736
+3,596
52 53
54
55 56