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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+3.2%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$68.6B
AUM Growth
+$6.96B
Cap. Flow
+$5.64B
Cap. Flow %
8.22%
Top 10 Hldgs %
25.08%
Holding
3,052
New
301
Increased
1,490
Reduced
966
Closed
181

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$257M
2
TJX icon
TJX Companies
TJX
+$228M
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$209M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$176M
5
NVDA icon
NVIDIA
NVDA
+$162M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$83.8M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$46.7M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$35.6M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$34M
5
LIN icon
Linde
LIN
+$32.2M

Sector Composition

Rank Sector Weight
1 Technology 17.89%
2 Financials 8.02%
3 Healthcare 6.49%
4 Consumer Discretionary 5.59%
5 Communication Services 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
W icon
1026
Wayfair
W
$13.9B
$4.09M 0.01%
40,690
+12,251
+43% +$1.18M
CLS icon
1027
Celestica
CLS
$42.3B
$4.07M 0.01%
13,754
+931
+7% +$281K
PPG icon
1028
PPG Industries
PPG
$25.4B
$4.05M 0.01%
39,494
-19,572
-33% -$1.97M
AYI icon
1029
Acuity Brands
AYI
$10.7B
$4.03M 0.01%
11,202
+3,493
+45% +$1.26M
BUD icon
1030
AB InBev
BUD
$157B
$4.03M 0.01%
62,932
+7,453
+13% +$463K
KD icon
1031
Kyndryl
KD
$2.87B
$4.03M 0.01%
151,638
+30,422
+25% +$825K
RNR icon
1032
RenaissanceRe
RNR
$13.4B
$4.02M 0.01%
14,305
+4,126
+41% +$1.09M
BTI icon
1033
British American Tobacco
BTI
$123B
$4.01M 0.01%
70,826
+5,527
+8% +$302K
ABG icon
1034
Asbury Automotive
ABG
$3.78B
$3.99M 0.01%
17,173
-582
-3% -$138K
IRM icon
1035
Iron Mountain
IRM
$38.5B
$3.98M 0.01%
48,012
+9,825
+26% +$920K
MPLX icon
1036
MPLX
MPLX
$60.3B
$3.96M 0.01%
74,284
-1,887
-2% -$98.4K
WAT icon
1037
Waters Corp
WAT
$40.5B
$3.95M 0.01%
10,404
-515
-5% -$189K
ANF icon
1038
Abercrombie & Fitch
ANF
$4.8B
$3.94M 0.01%
31,275
+4,093
+15% +$358K
FHN icon
1039
First Horizon
FHN
$12.4B
$3.93M 0.01%
164,586
+19,141
+13% +$427K
RHI icon
1040
Robert Half
RHI
$4.42B
$3.92M 0.01%
144,496
-78,699
-35% -$2.25M
ATI icon
1041
ATI
ATI
$31.1B
$3.9M 0.01%
33,983
+27,911
+460% +$2.72M
TOWN icon
1042
Towne Bank
TOWN
$3.5B
$3.88M 0.01%
116,319
-234
-0.2% -$7.88K
SCHK icon
1043
Schwab 1000 Index ETF
SCHK
$5.96B
$3.88M 0.01%
118,305
+4,559
+4% +$148K
RJF icon
1044
Raymond James Financial
RJF
$34.8B
$3.87M 0.01%
24,110
+5,018
+26% +$810K
CART icon
1045
Maplebear
CART
$11.3B
$3.86M 0.01%
85,919
+16,187
+23% +$663K
HAYW icon
1046
Hayward Holdings
HAYW
$3.22B
$3.85M 0.01%
249,444
+89,798
+56% +$1.42M
EWBC icon
1047
East-West Bancorp
EWBC
$18.7B
$3.82M 0.01%
33,987
-411
-1% -$43.6K
LAMR icon
1048
Lamar Advertising Co
LAMR
$15.8B
$3.81M 0.01%
30,134
-4,933
-14% -$617K
ALB icon
1049
Albemarle
ALB
$16.1B
$3.81M 0.01%
26,952
+9,124
+51% +$1.04M
BIZD icon
1050
VanEck BDC Income ETF
BIZD
$1.69B
$3.8M 0.01%
268,216
+249,067
+1,301% +$3.57M
40 41
42
43 44

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Cerity Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Cerity Partners held 3,052 positions worth $68.6B, up 11% from $61.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Cerity Partners deployed $5.64B of net new capital in Q4 2025, opening 301 new positions and adding to 1,490 existing holdings. Its largest new stake was Figma: 774,981 shares worth $29M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $83.8M trimmed.

  • Cerity Partners's largest Q4 2025 buy was Figma: 774,981 shares worth $29M.
  • Cerity Partners added most to Tesla in Q4 2025, an estimated $257M increase.
  • Cerity Partners's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $83.8M.
  • Cerity Partners fully exited Grid Dynamics Holdings in Q4 2025, selling an estimated $8.82M.
  • Cerity Partners's ten largest holdings make up 25% of its $68.6B portfolio in Q4 2025.
  • Cerity Partners opened 301 new positions and closed 181 in Q4 2025.
  • Cerity Partners's portfolio value rose 11% quarter-over-quarter to $68.6B.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.