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
776
$1.95M 0.01%
101,390
+3,383
777
$1.94M 0.01%
26,017
+2,127
778
$1.92M 0.01%
18,560
+4,798
779
$1.91M 0.01%
45,468
+17,509
780
$1.9M 0.01%
59,822
+5,798
781
$1.88M 0.01%
+125,226
782
$1.87M 0.01%
+74,220
783
$1.87M 0.01%
18,515
+4,875
784
$1.86M 0.01%
45,982
+16,866
785
$1.86M 0.01%
274,755
+264,703
786
$1.85M 0.01%
102,500
+2,500
787
$1.84M 0.01%
23,809
+8,510
788
$1.83M 0.01%
63,607
+3,076
789
$1.82M 0.01%
4,029
+1,014
790
$1.81M 0.01%
10,143
+5,445
791
$1.8M 0.01%
47,941
+5,671
792
$1.8M 0.01%
+10,649
793
$1.78M 0.01%
24,027
+495
794
$1.78M 0.01%
44,799
-674
795
$1.78M 0.01%
32,276
+16,166
796
$1.77M 0.01%
+13,979
797
$1.75M 0.01%
55,053
+42,661
798
$1.75M 0.01%
12,773
+4,673
799
$1.75M 0.01%
+30,515
800
$1.74M 0.01%
191,485
+65,164
30 31
32
33 34