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
1551
$280K ﹤0.01%
19,761
-239
1552
$278K ﹤0.01%
8,270
+116
1553
$277K ﹤0.01%
+24,516
1554
$277K ﹤0.01%
30,772
-111
1555
$277K ﹤0.01%
+12,027
1556
$276K ﹤0.01%
6,261
1557
$276K ﹤0.01%
4,227
+553
1558
$276K ﹤0.01%
7,133
1559
$276K ﹤0.01%
+3,544
1560
$275K ﹤0.01%
8,256
-1,524
1561
$275K ﹤0.01%
+4,791
1562
$273K ﹤0.01%
42,057
+25,662
1563
$272K ﹤0.01%
814
+47
1564
$272K ﹤0.01%
+3,592
1565
$272K ﹤0.01%
+4,483
1566
$269K ﹤0.01%
+9,051
1567
$269K ﹤0.01%
+18,115
1568
$268K ﹤0.01%
+3,882
1569
$268K ﹤0.01%
7,199
+235
1570
$267K ﹤0.01%
+12,546
1571
$267K ﹤0.01%
+1,526
1572
$267K ﹤0.01%
65,965
-4,803
1573
$266K ﹤0.01%
5,295
+1,035
1574
$266K ﹤0.01%
+4,512
1575
$266K ﹤0.01%
+3,710
61 62
63
64 65