Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2022
SEC EDGAR SourceSEC Filings
Cerity Partners LLC manages $0 across 0 positions as of Q1 2022. Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Q1 2022 Summary
Active quarter - 0 new positions, 220 exits, 419 increased. No standout high-conviction moves this quarter. 0 positions tracked.
Top holdings by portfolio weight
VOO9.68%
SPY6.73%
AAPL4.38%
ITW3.49%
MSFT2.58%
IEFA2.54%
AMZN1.75%
GOOG1.39%
NTRS1.37%
GDS1.14%
Other1.01%
Behavioral investing profile
Steady Compounder82%
7-dimension quality assessment
Strong(3.5 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings940 positions
No holdings data available
No holdings data available for 2022-Q1. This filer may not have filed for this period.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer