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
1376
$392K ﹤0.01%
+13,850
1377
$391K ﹤0.01%
+9,567
1378
$390K ﹤0.01%
1,026
+569
1379
$390K ﹤0.01%
5,421
+1,061
1380
$390K ﹤0.01%
+5,457
1381
$389K ﹤0.01%
6,043
+1,741
1382
$389K ﹤0.01%
7,882
+2,959
1383
$388K ﹤0.01%
3,444
+226
1384
$388K ﹤0.01%
5,924
+1,600
1385
$387K ﹤0.01%
926
+319
1386
$387K ﹤0.01%
+5,232
1387
$385K ﹤0.01%
+1,610
1388
$385K ﹤0.01%
2,390
+623
1389
$383K ﹤0.01%
+10,689
1390
$383K ﹤0.01%
42,245
+14,889
1391
$382K ﹤0.01%
+803
1392
$382K ﹤0.01%
+11,011
1393
$382K ﹤0.01%
5,186
+1,957
1394
$381K ﹤0.01%
10,231
1395
$379K ﹤0.01%
16,512
+3,064
1396
$379K ﹤0.01%
57,931
+2,443
1397
$379K ﹤0.01%
2,247
+314
1398
$379K ﹤0.01%
86,035
1399
$376K ﹤0.01%
6,504
+1,514
1400
$376K ﹤0.01%
3,375,572
+3,278,527
54 55
56
57 58