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
551
$4.63M 0.02%
108,038
-6,093
552
$4.61M 0.02%
+56,040
553
$4.57M 0.02%
81,830
+1,950
554
$4.56M 0.02%
90,265
-759,156
555
$4.55M 0.02%
16,819
+4,143
556
$4.55M 0.01%
21,587
+15,777
557
$4.48M 0.01%
+52,405
558
$4.45M 0.01%
28,695
+1,274
559
$4.43M 0.01%
40,022
+8,683
560
$4.42M 0.01%
83,559
-2,366
561
$4.41M 0.01%
95,219
-107,134
562
$4.4M 0.01%
61,149
+51,133
563
$4.39M 0.01%
69,015
+9,701
564
$4.38M 0.01%
118,233
+89,089
565
$4.36M 0.01%
200,363
-557,205
566
$4.36M 0.01%
75,834
+23,346
567
$4.34M 0.01%
7,679
+761
568
$4.34M 0.01%
70,913
+30,214
569
$4.33M 0.01%
53,437
+1,178
570
$4.31M 0.01%
101,301
+35,283
571
$4.3M 0.01%
119,714
+93,754
572
$4.28M 0.01%
80,312
+65
573
$4.21M 0.01%
40,284
+14,107
574
$4.2M 0.01%
130,601
-6,224
575
$4.19M 0.01%
5,062
+2,897
21 22
23
24 25