Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings940 positions
VANGUARD INDEX FDS | 1.5M | $622.8M | 9.7% | $354.43 | +9.97% | 14 qtrssince 2018-Q4 | Increased 99 |
STATE STR SPDR S&P 500 ETF T | 1.6M | $433.3M | 6.7% | $387.74 | +9.67% | 14 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 1.7M | $282M | 4.4% | $97.42 | +75.30% | 14 qtrssince 2018-Q4 | Decreased 0 |
ILLINOIS TOOL WKS INC | 1.1M | $224.8M | 3.5% | $128.98 | +45.70% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 565,509 | $166.3M | 2.6% | $208.43 | +42.52% | 14 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 3.6M | $163.5M | 2.5% | $61.18 | +1.57% | 14 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 35,729 | $112.7M | 1.8% | $135.86 | +19.98% | 14 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC | 32,692 | $89.6M | 1.4% | $88.54 | +56.25% | 14 qtrssince 2018-Q4 | Decreased 0 |
NORTHERN TR CORP | 754,725 | $87.9M | 1.4% | $77.16 | +31.77% | 14 qtrssince 2018-Q4 | Decreased 0 |
GDS HLDGS LTD | 1.9M | $73.3M | 1.1% | $38.93 | +0.81% | 14 qtrssince 2018-Q4 | Increased 47 |
NVIDIA CORPORATION | 242,815 | $65.3M | 1.0% | $11.04 | +146.06% | 14 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 658,826 | $63.2M | 1.0% | $429.22 | -0.75% | 14 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 191,941 | $62.9M | 1.0% | $72.02 | -11.43% | 2 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 466,425 | $62M | 1.0% | $101.30 | +20.18% | 14 qtrssince 2018-Q4 | Increased 45 |
THERMO FISHER SCIENTIFIC INC | 102,983 | $60.1M | 0.9% | $425.28 | +37.05% | 14 qtrssince 2018-Q4 | Increased 43 |
VANGUARD INTL EQUITY INDEX F | 1.4M | $58.3M | 0.9% | $41.07 | -1.94% | 14 qtrssince 2018-Q4 | Increased 55 |
BERKSHIRE HATHAWAY INC DEL | 167,982 | $54M | 0.8% | $274.78 | +28.43% | 14 qtrssince 2018-Q4 | Increased 57 |
HOME DEPOT INC | 177,087 | $52.2M | 0.8% | $245.93 | +8.32% | 14 qtrssince 2018-Q4 | Increased 43 |
SCHWAB STRATEGIC TR | 685,397 | $52M | 0.8% | $25.05 | -5.47% | 2 qtrssince 2021-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 1M | $51.9M | 0.8% | $50.53 | -0.54% | 14 qtrssince 2018-Q4 | Increased 67 |
Cerity Partners LLC manages $6.4B across 940 positions as of Q1 2022. Top holdings: VOO (9.7%), SPY (6.7%), AAPL (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 141 new positions, 220 exits, 419 increased. Top move: VOO (INCREASED, conviction 99). Portfolio: $6.4B across 940 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