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
1426
$356K ﹤0.01%
18,410
+820
1427
$356K ﹤0.01%
+1,867
1428
$354K ﹤0.01%
5,240
+261
1429
$354K ﹤0.01%
18,350
1430
$354K ﹤0.01%
7,269
+2,307
1431
$352K ﹤0.01%
16,162
+2,247
1432
$352K ﹤0.01%
9,717
-325
1433
$350K ﹤0.01%
10,035
+553
1434
$350K ﹤0.01%
10,500
-34,200
1435
$350K ﹤0.01%
+10,214
1436
$349K ﹤0.01%
15,719
+2,043
1437
$348K ﹤0.01%
+3,411
1438
$348K ﹤0.01%
+1,470
1439
$346K ﹤0.01%
15,438
+1,808
1440
$345K ﹤0.01%
2,004
+419
1441
$344K ﹤0.01%
56,884
+4,604
1442
$343K ﹤0.01%
11,567
+644
1443
$340K ﹤0.01%
+5,100
1444
$339K ﹤0.01%
+9,713
1445
$339K ﹤0.01%
+3,902
1446
$338K ﹤0.01%
44,793
1447
$338K ﹤0.01%
8,110
1448
$333K ﹤0.01%
+4,747
1449
$333K ﹤0.01%
+4,592
1450
$333K ﹤0.01%
+14,194
56 57
58
59 60