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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
SPABSpdr Ser Tr
Recent Activity
Increased 3%
0.54%
$239.665M
9.169M shares@ $26.15 avg price
IJRIshares Tr
Recent Activity
Increased 9.04%
0.53%
$238.339M
2.038M shares@ $116.97 avg price
JNJJohnson & Johnson
Recent Activity
Increased 9.97%
0.53%
$236.458M
1.459M shares@ $162.06 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 11.83%
0.49%
$220.401M
1.88M shares@ $117.22 avg price
MTUMIshares Tr
Recent Activity
Increased 2.51%
0.49%
$217.745M
1.074M shares@ $202.77 avg price
IEMGIshares Inc
Recent Activity
Increased 2.64%
0.49%
$216.813M
3.777M shares@ $57.41 avg price
IWBIshares Tr
Recent Activity
Increased 3.15%
0.48%
$215.618M
685,829 shares@ $314.39 avg price
MRKMerck & Co Inc
Recent Activity
Increased 21.95%
0.48%
$214.425M
1.888M shares@ $113.59 avg price
IJHIshares Tr
Recent Activity
Increased 5.45%
0.47%
$211.478M
3.393M shares@ $62.32 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 19.8%
0.47%
$210.377M
3.923M shares@ $53.64 avg price