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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
VOOVanguard Index Fds
Recent Activity
Increased 0.63%
4.06%
$1.833B
3.474M shares@ $527.71 avg price
AAPLApple Inc
Recent Activity
Increased 18.16%
3.74%
$1.689B
7.272M shares@ $232.23 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 16.85%
3.04%
$1.373B
3.191M shares@ $430.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.49%
2.62%
$1.181B
2.235M shares@ $528.63 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.07%
2.44%
$1.101B
6.356M shares@ $173.2 avg price
NVDANvidia Corporation
Recent Activity
Increased 21.06%
2.41%
$1.088B
8.994M shares@ $120.99 avg price
IVVIshares Tr
Recent Activity
Increased 3.21%
2.36%
$1.063B
1.844M shares@ $576.82 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 12.39%
1.81%
$814.998M
15.433M shares@ $52.81 avg price
IEFAIshares Tr
Recent Activity
Increased 4.83%
1.51%
$680.001M
8.712M shares@ $78.06 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 17.16%
1.51%
$678.096M
3.639M shares@ $186.33 avg price