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
1101
$742K ﹤0.01%
6,072
+1,614
1102
$737K ﹤0.01%
+10,523
1103
$737K ﹤0.01%
+68,976
1104
$735K ﹤0.01%
24,852
+1,879
1105
$734K ﹤0.01%
11,863
+7,114
1106
$734K ﹤0.01%
+43,346
1107
$729K ﹤0.01%
10,926
+1,302
1108
$728K ﹤0.01%
3,207
+2,120
1109
$728K ﹤0.01%
26,832
-9,870
1110
$724K ﹤0.01%
22,888
+5,524
1111
$718K ﹤0.01%
10,324
+2,410
1112
$718K ﹤0.01%
+8,165
1113
$715K ﹤0.01%
50,000
1114
$715K ﹤0.01%
44,857
+3,020
1115
$704K ﹤0.01%
31,216
+3,282
1116
$702K ﹤0.01%
3,577
-118
1117
$702K ﹤0.01%
+63,955
1118
$701K ﹤0.01%
9,716
+6,356
1119
$701K ﹤0.01%
9,690
+5,417
1120
$698K ﹤0.01%
19,809
+1,702
1121
$696K ﹤0.01%
39,193
+254
1122
$693K ﹤0.01%
2,678
+360
1123
$692K ﹤0.01%
+23,949
1124
$691K ﹤0.01%
5,096
-629
1125
$690K ﹤0.01%
8,580
+606
43 44
45
46 47