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
526
$5.2M 0.02%
57,163
+17,521
527
$5.19M 0.02%
27,641
-2,115
528
$5.13M 0.02%
611,662
-24,417
529
$5.08M 0.02%
39,183
+6,756
530
$5.08M 0.02%
27,700
+8,340
531
$5.05M 0.02%
77,551
+68,807
532
$5.04M 0.02%
95,157
+11,214
533
$5M 0.02%
+346,712
534
$4.99M 0.02%
53,069
-120,389
535
$4.97M 0.02%
17,780
+496
536
$4.93M 0.02%
+54,901
537
$4.92M 0.02%
124,264
+107,344
538
$4.9M 0.02%
100,037
+65,522
539
$4.87M 0.02%
3,427
+549
540
$4.85M 0.02%
242,147
+199,029
541
$4.79M 0.02%
133,442
+22
542
$4.78M 0.02%
63,350
+32,077
543
$4.78M 0.02%
132,744
+39,079
544
$4.74M 0.02%
126,532
+24,290
545
$4.74M 0.02%
228,075
+32,269
546
$4.74M 0.02%
36,854
+2,060
547
$4.71M 0.02%
90,398
+38,816
548
$4.67M 0.02%
96,377
+7,540
549
$4.66M 0.02%
33,485
+10,690
550
$4.66M 0.02%
49,581
+19,773
20 21
22
23 24