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
1451
$333K ﹤0.01%
+7,849
1452
$333K ﹤0.01%
2,053
-91
1453
$332K ﹤0.01%
5,777
+1,536
1454
$331K ﹤0.01%
6,000
1455
$330K ﹤0.01%
+8,410
1456
$330K ﹤0.01%
+4,357
1457
$330K ﹤0.01%
+8,756
1458
$330K ﹤0.01%
+17,784
1459
$328K ﹤0.01%
+19,203
1460
$328K ﹤0.01%
+2,830
1461
$327K ﹤0.01%
+12,886
1462
$325K ﹤0.01%
3,963
-24
1463
$324K ﹤0.01%
+8,665
1464
$324K ﹤0.01%
5,985
-6,507
1465
$324K ﹤0.01%
5,871
-3,194
1466
$323K ﹤0.01%
+14,112
1467
$323K ﹤0.01%
+16,449
1468
$323K ﹤0.01%
1,841
-270
1469
$322K ﹤0.01%
+4,947
1470
$322K ﹤0.01%
2,908
-103
1471
$322K ﹤0.01%
31,334
-165,887
1472
$321K ﹤0.01%
+8,752
1473
$321K ﹤0.01%
+2,480
1474
$320K ﹤0.01%
+6,010
1475
$320K ﹤0.01%
+10,746
57 58
59
60 61