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
1576
$265K ﹤0.01%
+25,536
1577
$265K ﹤0.01%
2,096
-54
1578
$265K ﹤0.01%
+19,912
1579
$265K ﹤0.01%
+45,871
1580
$264K ﹤0.01%
41,886
+31,456
1581
$264K ﹤0.01%
+4,308
1582
$263K ﹤0.01%
30,215
+1,229
1583
$263K ﹤0.01%
11,853
1584
$262K ﹤0.01%
+11,338
1585
$262K ﹤0.01%
+17,499
1586
$262K ﹤0.01%
52,243
+28,612
1587
$261K ﹤0.01%
+3,215
1588
$261K ﹤0.01%
+6,507
1589
$261K ﹤0.01%
+375
1590
$261K ﹤0.01%
+12,932
1591
$260K ﹤0.01%
2,747
-3,381
1592
$260K ﹤0.01%
+1,265
1593
$260K ﹤0.01%
+4,755
1594
$259K ﹤0.01%
10,407
-1,247
1595
$258K ﹤0.01%
11,265
1596
$258K ﹤0.01%
+20,520
1597
$257K ﹤0.01%
3,039
-117
1598
$257K ﹤0.01%
+4,882
1599
$256K ﹤0.01%
+15,388
1600
$255K ﹤0.01%
+23,764
62 63
64
65 66