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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
LLYEli Lilly & Co
Recent Activity
Increased 9.45%
1.14%
$512.568M
580,520 shares@ $882.95 avg price
AGGIshares Tr
Recent Activity
Increased 38.12%
1.1%
$493.028M
4.868M shares@ $101.28 avg price
QUALIshares Tr
Recent Activity
Increased 7.19%
1.03%
$463.185M
2.583M shares@ $179.3 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 14.11%
1.02%
$460.54M
2.777M shares@ $165.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 30.69%
0.95%
$428.312M
748,222 shares@ $572.45 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 10.06%
0.94%
$421.885M
6.218M shares@ $67.85 avg price
GOOGAlphabet Inc
Recent Activity
Increased 12.63%
0.92%
$414.638M
2.481M shares@ $167.15 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 13.98%
0.81%
$361.635M
1.715M shares@ $210.86 avg price
CACCCredit Accep Corp Mich
Recent Activity
Increased 0.01%
0.79%
$353.867M
798,041 shares@ $443.43 avg price
IWFIshares Tr
Recent Activity
Increased 13.22%
0.78%
$350.778M
934,462 shares@ $375.39 avg price