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
826
$1.61M 0.01%
29,414
-968
827
$1.61M 0.01%
40,603
+24,449
828
$1.6M 0.01%
24,214
+5,178
829
$1.6M 0.01%
14,198
+2,462
830
$1.6M 0.01%
101,314
831
$1.6M 0.01%
+73,315
832
$1.59M 0.01%
13,690
+8,709
833
$1.59M 0.01%
20,354
+11,614
834
$1.58M 0.01%
21,195
+9,707
835
$1.58M 0.01%
5,826
+3,546
836
$1.57M 0.01%
+36,429
837
$1.57M 0.01%
32,501
+1,770
838
$1.57M 0.01%
12,381
+9,937
839
$1.57M 0.01%
92,484
+54,182
840
$1.57M 0.01%
8,971
+2,129
841
$1.56M 0.01%
+40,726
842
$1.56M 0.01%
84,389
-9,172
843
$1.56M 0.01%
42,449
+9,382
844
$1.55M 0.01%
23,905
+5,389
845
$1.54M 0.01%
+22,870
846
$1.54M 0.01%
30,676
+4,489
847
$1.53M 0.01%
370,645
+89,280
848
$1.53M 0.01%
12,740
+9,797
849
$1.52M 0.01%
34,737
+28,107
850
$1.52M 0.01%
7,662
+112
32 33
34
35 36