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
1776
$108K ﹤0.01%
+30,000
1777
$107K ﹤0.01%
15,313
-40,700
1778
$106K ﹤0.01%
10,852
-10,994
1779
$106K ﹤0.01%
11,347
+1,076
1780
$105K ﹤0.01%
46,627
-180
1781
$99.1K ﹤0.01%
+13,856
1782
$97.5K ﹤0.01%
17,630
+2,230
1783
$97K ﹤0.01%
15,352
-20,268
1784
$93.5K ﹤0.01%
10,568
+197
1785
$88.3K ﹤0.01%
12,753
+2,442
1786
$84K ﹤0.01%
15,141
-513
1787
$84K ﹤0.01%
10,104
1788
$82.3K ﹤0.01%
+2,981
1789
$81.4K ﹤0.01%
+22,313
1790
$81.1K ﹤0.01%
+4,742
1791
$79.1K ﹤0.01%
+24,569
1792
$77.7K ﹤0.01%
11,577
+286
1793
$76.1K ﹤0.01%
14,979
+2,641
1794
$75.1K ﹤0.01%
29,336
1795
$74.5K ﹤0.01%
13,725
-2,705
1796
$73.8K ﹤0.01%
23,643
1797
$71.5K ﹤0.01%
+21,850
1798
$67.8K ﹤0.01%
50,585
+1,000
1799
$64.8K ﹤0.01%
+31,017
1800
$63.2K ﹤0.01%
+15,300
70 71
72
73 74