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
1751
$148K ﹤0.01%
+11,001
1752
$141K ﹤0.01%
+12,140
1753
$138K ﹤0.01%
97,965
-142,674
1754
$138K ﹤0.01%
+10,035
1755
$136K ﹤0.01%
+4,033
1756
$135K ﹤0.01%
16,305
1757
$133K ﹤0.01%
+11,656
1758
$133K ﹤0.01%
11,671
+633
1759
$130K ﹤0.01%
15,132
+4,491
1760
$129K ﹤0.01%
37,582
+19,231
1761
$128K ﹤0.01%
+20,000
1762
$126K ﹤0.01%
16,302
-104
1763
$126K ﹤0.01%
18,062
+55
1764
$125K ﹤0.01%
69,956
-18,330
1765
$124K ﹤0.01%
13,818
1766
$121K ﹤0.01%
10,001
1767
$120K ﹤0.01%
+32,174
1768
$117K ﹤0.01%
20,557
1769
$115K ﹤0.01%
22,966
-244,885
1770
$114K ﹤0.01%
+11,175
1771
$113K ﹤0.01%
+20,935
1772
$113K ﹤0.01%
11,029
+155
1773
$112K ﹤0.01%
19,563
1774
$109K ﹤0.01%
19,050
1775
$108K ﹤0.01%
17,354
+85
69 70
71
72 73