Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings693 positions
Illinois Tool Works Inc. | 1.3M | $284.5M | 6.8% | $128.09 | +51.94% | 10 qtrssince 2018-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 605,198 | $239.9M | 5.7% | $299.29 | +23.06% | 10 qtrssince 2018-Q4 | Increased 94 |
Apple Inc. | 1.4M | $173.6M | 4.1% | $78.68 | +50.94% | 10 qtrssince 2018-Q4 | Increased 72 |
Vanguard Index Funds S&P 500 ETF SHS | 429,223 | $156.4M | 3.7% | $269.65 | +25.11% | 10 qtrssince 2018-Q4 | Increased 67 |
GDS HLDGS LTD | 1.9M | $151.7M | 3.6% | $38.93 | +108.30% | 10 qtrssince 2018-Q4 | Increased 65 |
Microsoft Corp. | 449,222 | $105.9M | 2.5% | $178.66 | +26.12% | 10 qtrssince 2018-Q4 | Increased 73 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $97.4M | 2.3% | $54.73 | +12.54% | 10 qtrssince 2018-Q4 | Increased 66 |
NORTHERN TR CORP | 852,535 | $89.6M | 2.1% | $75.16 | +19.14% | 10 qtrssince 2018-Q4 | Increased 53 |
Amazon.com, Inc. | 27,166 | $84.1M | 2.0% | $126.11 | +22.67% | 10 qtrssince 2018-Q4 | Increased 68 |
Alphabet Inc. | 29,417 | $60.9M | 1.4% | $79.40 | +29.04% | 10 qtrssince 2018-Q4 | Increased 71 |
JPMorgan Chase & Co. | 358,151 | $54.5M | 1.3% | $91.65 | +44.87% | 10 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INTL EQUITY INDEX F | 795,256 | $48.3M | 1.1% | $51.21 | +0.38% | 10 qtrssince 2018-Q4 | Increased 74 |
Meta Platforms Inc | 163,704 | $48.2M | 1.1% | $198.68 | +46.84% | 10 qtrssince 2018-Q4 | Increased 54 |
Home Depot Inc. | 157,178 | $48M | 1.1% | $226.56 | +17.48% | 10 qtrssince 2018-Q4 | Increased 63 |
BROADMARK RLTY CAP INC | 4.4M | $45.5M | 1.1% | — | — | 6 qtrssince 2019-Q4 | Increased 48 |
Visa Inc | 210,823 | $44.6M | 1.1% | $184.68 | +10.08% | 10 qtrssince 2018-Q4 | Increased 66 |
Thermo Fisher Scientific Inc | 90,747 | $41.4M | 1.0% | $400.59 | +12.20% | 10 qtrssince 2018-Q4 | Increased 52 |
Johnson & Johnson | 247,525 | $40.7M | 1.0% | $128.18 | +10.16% | 10 qtrssince 2018-Q4 | Increased 66 |
DISNEY WALT CO | 202,305 | $37.3M | 0.9% | $141.37 | +26.55% | 10 qtrssince 2018-Q4 | Increased 52 |
PAYPAL HLDGS INC | 149,804 | $36.4M | 0.9% | $188.14 | +27.65% | 10 qtrssince 2018-Q4 | Increased 58 |
Cerity Partners LLC manages $4.2B across 693 positions as of Q1 2021. Top holdings: ITW (6.8%), SPY (5.7%), AAPL (4.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 126 new positions, 72 exits, 260 increased. Top move: SPY (INCREASED, conviction 94). Portfolio: $4.2B across 693 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR