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
1401
$114K ﹤0.01%
11,230
-267
1402
$109K ﹤0.01%
18,063
-99
1403
$109K ﹤0.01%
+1,591
1404
$106K ﹤0.01%
+22,600
1405
$102K ﹤0.01%
16,521
-3,538
1406
$100K ﹤0.01%
13,688
-2,340
1407
$100K ﹤0.01%
+19,167
1408
$97.8K ﹤0.01%
12,421
-2,061
1409
$97K ﹤0.01%
10,540
-793
1410
$96.3K ﹤0.01%
+11,160
1411
$92.4K ﹤0.01%
+38,026
1412
$91.4K ﹤0.01%
+12,552
1413
$90K ﹤0.01%
22,219
-138
1414
$89.7K ﹤0.01%
+12,683
1415
$88.1K ﹤0.01%
+15,590
1416
$85.4K ﹤0.01%
13,422
+239
1417
$84.8K ﹤0.01%
17,921
1418
$82.8K ﹤0.01%
+19,563
1419
$81.8K ﹤0.01%
+13,295
1420
$79.9K ﹤0.01%
11,119
-14,466
1421
$79.5K ﹤0.01%
31,317
-182
1422
$79.2K ﹤0.01%
50,709
+119
1423
$78.1K ﹤0.01%
+10,000
1424
$76.4K ﹤0.01%
+10,139
1425
$75.4K ﹤0.01%
+49,585
55 56
57
58 59