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
1351
$191K ﹤0.01%
10,000
1352
$190K ﹤0.01%
+10,315
1353
$188K ﹤0.01%
+770
1354
$185K ﹤0.01%
+12,775
1355
$183K ﹤0.01%
20,208
+3,647
1356
$180K ﹤0.01%
25,240
-1,954
1357
$180K ﹤0.01%
10,665
-112
1358
$180K ﹤0.01%
10,129
+4
1359
$179K ﹤0.01%
11,360
-42
1360
$174K ﹤0.01%
+12,326
1361
$173K ﹤0.01%
4,742
-67
1362
$171K ﹤0.01%
+16,653
1363
$171K ﹤0.01%
25,920
+561
1364
$168K ﹤0.01%
+10,671
1365
$168K ﹤0.01%
14,689
+3,921
1366
$167K ﹤0.01%
60,601
-57
1367
$166K ﹤0.01%
+11,670
1368
$166K ﹤0.01%
+14,900
1369
$164K ﹤0.01%
21,738
-5,503
1370
$162K ﹤0.01%
29,060
1371
$161K ﹤0.01%
15,587
-7,874
1372
$159K ﹤0.01%
+11,647
1373
$155K ﹤0.01%
+11,586
1374
$155K ﹤0.01%
10,236
-1,113
1375
$153K ﹤0.01%
11,341
-3,840
53 54
55
56 57