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
1701
$207K ﹤0.01%
12,774
+1,178
1702
$207K ﹤0.01%
+1,069
1703
$207K ﹤0.01%
+1,081
1704
$207K ﹤0.01%
+5,100
1705
$207K ﹤0.01%
+13,387
1706
$206K ﹤0.01%
+3,614
1707
$206K ﹤0.01%
+2,366
1708
$206K ﹤0.01%
+9,903
1709
$206K ﹤0.01%
+1,132
1710
$206K ﹤0.01%
16,751
+4,229
1711
$206K ﹤0.01%
+5,808
1712
$205K ﹤0.01%
+4,291
1713
$205K ﹤0.01%
+5,526
1714
$205K ﹤0.01%
3,736
+1,409
1715
$204K ﹤0.01%
+2,021
1716
$204K ﹤0.01%
+6,485
1717
$202K ﹤0.01%
+2,982
1718
$202K ﹤0.01%
+4,200
1719
$201K ﹤0.01%
+3,000
1720
$201K ﹤0.01%
+1,460
1721
$197K ﹤0.01%
+16,407
1722
$197K ﹤0.01%
+60,509
1723
$196K ﹤0.01%
12,280
+848
1724
$195K ﹤0.01%
27,722
+499
1725
$188K ﹤0.01%
+18,028
67 68
69
70 71