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
1626
$241K ﹤0.01%
+12,194
1627
$240K ﹤0.01%
7,505
1628
$240K ﹤0.01%
+4,430
1629
$240K ﹤0.01%
+23,396
1630
$240K ﹤0.01%
+2,258
1631
$240K ﹤0.01%
9,301
-4,902
1632
$239K ﹤0.01%
+5,736
1633
$239K ﹤0.01%
+2,979
1634
$239K ﹤0.01%
+13,928
1635
$238K ﹤0.01%
+7,750
1636
$238K ﹤0.01%
24,547
-8
1637
$237K ﹤0.01%
+4,145
1638
$237K ﹤0.01%
+4,399
1639
$236K ﹤0.01%
+4,958
1640
$236K ﹤0.01%
+26,225
1641
$236K ﹤0.01%
+6,616
1642
$236K ﹤0.01%
4,624
-99
1643
$235K ﹤0.01%
+2,892
1644
$235K ﹤0.01%
+857
1645
$234K ﹤0.01%
+4,838
1646
$234K ﹤0.01%
+18,999
1647
$232K ﹤0.01%
+4,584
1648
$232K ﹤0.01%
+16,207
1649
$231K ﹤0.01%
+3,754
1650
$231K ﹤0.01%
4,674
-1,224
64 65
66
67 68