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
476
$6.24M 0.02%
46,863
+10,550
477
$6.22M 0.02%
172,005
+159,923
478
$6.21M 0.02%
19,988
+3,027
479
$6.18M 0.02%
+175,595
480
$6.17M 0.02%
111,078
-3,728
481
$6.16M 0.02%
61,230
-17,615
482
$6.09M 0.02%
41,808
+2,400
483
$6.09M 0.02%
+38,445
484
$6.08M 0.02%
+17,554
485
$6.08M 0.02%
36,898
+35,485
486
$6.08M 0.02%
129,178
-26,127
487
$6.06M 0.02%
156,214
+40,336
488
$6.06M 0.02%
+333,929
489
$6.04M 0.02%
81,293
+75,739
490
$6.03M 0.02%
109,615
+55,200
491
$5.98M 0.02%
43,197
+20,248
492
$5.87M 0.02%
+168,864
493
$5.85M 0.02%
+95,685
494
$5.83M 0.02%
169,039
-54,020
495
$5.83M 0.02%
55,635
-15,743
496
$5.81M 0.02%
11,363
+9,312
497
$5.8M 0.02%
120,075
-32,092
498
$5.77M 0.02%
+42,175
499
$5.77M 0.02%
54,983
+34,905
500
$5.77M 0.02%
86,015
-25
18 19
20
21 22