Cerity Partners LLC Portfolio Holdings
Cerity Partners LLC
- $37.7 Billion
- Q1 2024
Cerity Partners LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $37.7 Billion distributed in 2286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.59B, Microsoft Corp with a value of $1.23B, Apple Inc. with a value of $1.12B, Spdr S&P 500 ETF Trust with a value of $1.07B, and Procter & Gamble CO with a value of $1.02B.
Examining the 13F form we can see an decrease of $21B in the current position value, from $58.7B to 37.7B.
Cerity Partners LLC is based out at New York, NY
Below you can find more details about Cerity Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$37.7 Billion
ETFs: $16.7 Billion
Technology: $5.57 Billion
Financial Services: $3.13 Billion
Healthcare: $2.95 Billion
Consumer Defensive: $2.05 Billion
Industrials: $1.98 Billion
Consumer Cyclical: $1.96 Billion
Communication Services: $1.43 Billion
Other: $1.93 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,286
- Current Value $37.7 Billion
- Prior Value $58.7 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 527 stocks
- Additional Purchases 1,241 stocks
- Sold out of 0 stocks
- Reduced holdings in 418 stocks