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
1226
$554K ﹤0.01%
878
+207
1227
$552K ﹤0.01%
+3,143
1228
$551K ﹤0.01%
943
+499
1229
$550K ﹤0.01%
13,282
+866
1230
$550K ﹤0.01%
+27,756
1231
$548K ﹤0.01%
+11,604
1232
$546K ﹤0.01%
23,877
+10,504
1233
$545K ﹤0.01%
+19,065
1234
$545K ﹤0.01%
18,365
+592
1235
$544K ﹤0.01%
923,900
+893,723
1236
$543K ﹤0.01%
25,766
+1,729
1237
$542K ﹤0.01%
+17,734
1238
$542K ﹤0.01%
5,813
+775
1239
$541K ﹤0.01%
+8,173
1240
$540K ﹤0.01%
9,112
+2,390
1241
$538K ﹤0.01%
+40,824
1242
$535K ﹤0.01%
+25,469
1243
$534K ﹤0.01%
46,232
-2,831
1244
$530K ﹤0.01%
+5,518
1245
$529K ﹤0.01%
44,057
1246
$524K ﹤0.01%
+10,912
1247
$524K ﹤0.01%
24,508
1248
$524K ﹤0.01%
9,848
-504
1249
$523K ﹤0.01%
66,433
+7,250
1250
$521K ﹤0.01%
+8,400
48 49
50
51 52