Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.9B
AUM Growth
+$9.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,907
New
Increased
Reduced
Closed

Top Buys

1
+$1.09B
2
+$1.09B
3
+$745M
4
MSFT icon
Microsoft
MSFT
+$662M
5
CACC icon
Credit Acceptance
CACC
+$473M

Top Sells

1
+$233M
2
+$94.8M
3
+$73.1M
4
WMT icon
Walmart
WMT
+$69.8M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$69.8M

Sector Composition

1 Technology 14.01%
2 Financials 7.58%
3 Healthcare 6.69%
4 Consumer Staples 5.4%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.38M 0.03%
94,070
+83,536
402
$8.37M 0.03%
292,219
+212,603
403
$8.37M 0.03%
178,141
-8,424
404
$8.2M 0.03%
+286,062
405
$8.18M 0.03%
33,549
+19,446
406
$8.12M 0.03%
59,767
+12,107
407
$8.11M 0.03%
96,109
+21,591
408
$8.11M 0.03%
147,791
+50,609
409
$8.1M 0.03%
103,459
+8,042
410
$8.1M 0.03%
334,921
+16,760
411
$8.06M 0.03%
22,782
+20,531
412
$7.97M 0.03%
225,055
+35,242
413
$7.96M 0.03%
34,650
+30,928
414
$7.94M 0.03%
196,557
+162,442
415
$7.88M 0.03%
112,140
+98,743
416
$7.88M 0.03%
39,586
+12,557
417
$7.65M 0.03%
220,724
+40,624
418
$7.64M 0.03%
58,782
+28,501
419
$7.63M 0.03%
289,549
+137,044
420
$7.62M 0.03%
72,765
+66,756
421
$7.55M 0.02%
+63,903
422
$7.51M 0.02%
28,912
+11,627
423
$7.47M 0.02%
206,692
+84,771
424
$7.46M 0.02%
+76,142
425
$7.45M 0.02%
330,499
+319,109
15 16
17
18 19