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Arthur I. Prostick

@Cerity Partners Llc

Latest period2024 - Q3ReportedManaged Assets$45.165BTotal holdings2526
Assets growth rate18.93%Assets growth rate (2-Q avg)9.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cerity Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2526 positions.

Assets under management

The assets under management (AUM) of Cerity Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 45.165B in assets, with a quarterly growth rate of 18.93% and a 2-quarter average growth rate of 9.62%. The portfolio is managed by Arthur I. Prostick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
Decreased -16.25%
0.76%
$342.222M
1.208M shares@ $283.22 avg price
ITOTIshares Tr
Recent Activity
Decreased -1.54%
0.61%
$274.569M
2.186M shares@ $125.63 avg price
SHYIshares Tr
Recent Activity
Decreased -1.78%
0.43%
$190.767M
2.294M shares@ $83.15 avg price
ICSHIshares Tr
Recent Activity
Decreased -5.94%
0.25%
$112.145M
2.21M shares@ $50.74 avg price
SWANAmplify Etf Tr
Recent Activity
Decreased -5.11%
0.15%
$65.794M
2.164M shares@ $30.42 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.8%
0.14%
$60.507M
443,795 shares@ $136.35 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.08%
0.13%
$58.069M
379,214 shares@ $153.13 avg price
SHVIshares Tr
Recent Activity
Decreased -0.71%
0.12%
$52.583M
475,301 shares@ $110.64 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.82%
0.12%
$51.926M
258,619 shares@ $200.79 avg price
BABAAlibaba Group Hldg Ltd
Recent Activity
Decreased -7.93%
0.11%
$46.223M
435,571 shares@ $106.13 avg price