Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings693 positions
ILLINOIS TOOL WORKS | 1.3M | $284.5M | 6.8% | $128.09 | +51.94% | 10 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 605,198 | $239.9M | 5.7% | $299.29 | +23.06% | 10 qtrssince 2018-Q4 | Increased 94 |
APPLE | 1.4M | $173.6M | 4.1% | $78.68 | +50.94% | 10 qtrssince 2018-Q4 | Increased 72 |
VANGUARD INDEX FDS | 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 | 449,222 | $105.9M | 2.5% | $178.66 | +26.12% | 10 qtrssince 2018-Q4 | Increased 73 |
ISHARES TR | 1.4M | $97.4M | 2.3% | — | — | 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 | 27,166 | $84.1M | 2.0% | $126.11 | +22.67% | 10 qtrssince 2018-Q4 | Increased 68 |
ALPHABET - CLASS C | 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% | $91.20 | +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 | 163,704 | $48.2M | 1.1% | $198.68 | +46.84% | 10 qtrssince 2018-Q4 | Increased 54 |
HOME DEPOT | 157,178 | $48M | 1.1% | $226.56 | +17.48% | 10 qtrssince 2018-Q4 | Increased 63 |
BROADMARK REALTY CAPITAL INC | 4.4M | $45.5M | 1.1% | — | — | 6 qtrssince 2019-Q4 | Increased 48 |
VISA - CLASS A | 210,823 | $44.6M | 1.1% | $184.68 | +10.08% | 10 qtrssince 2018-Q4 | Increased 66 |
THERMO FISHER SCIENTIFIC | 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 |
WALT DISNEY | 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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