Cerity Partners

Cerity Partners Portfolio holdings

AUM $56.1B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
1426
$68.4K ﹤0.01%
15,010
-267
1427
$65.6K ﹤0.01%
+17,400
1428
$61.2K ﹤0.01%
40,000
+221
1429
$58K ﹤0.01%
22,909
+1,781
1430
$54.5K ﹤0.01%
18,912
-53,970
1431
$53.4K ﹤0.01%
19,631
-3,085
1432
$52.9K ﹤0.01%
3,332
+1,635
1433
$48.8K ﹤0.01%
25,421
1434
$47.5K ﹤0.01%
+10,221
1435
$46.2K ﹤0.01%
1,600
1436
$44.4K ﹤0.01%
10,972
-6,148
1437
$41.9K ﹤0.01%
5,000
1438
$35.8K ﹤0.01%
15,850
-16,500
1439
$35.8K ﹤0.01%
10,000
-18
1440
$30.3K ﹤0.01%
+14,715
1441
$29.2K ﹤0.01%
69,477
1442
$28.2K ﹤0.01%
1,222
-487
1443
$25.6K ﹤0.01%
+10,559
1444
$24.3K ﹤0.01%
359
+35
1445
$18.6K ﹤0.01%
1,200
1446
$16.3K ﹤0.01%
100,000
+80,000
1447
$16.2K ﹤0.01%
35,000
1448
$15.8K ﹤0.01%
+1,597
1449
$15.4K ﹤0.01%
4,560
+2,365
1450
$14.7K ﹤0.01%
12,588
+182
56 57
58
59 60