Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings475 positions
ILLINOIS TOOL WKS INC | 719,777 | $108.5M | 6.8% | $105.31 | +20.47% | 3 qtrssince 2018-Q4 | Increased 59 |
META PLATFORMS INC | 453,371 | $87.5M | 5.5% | $130.29 | +46.72% | 3 qtrssince 2018-Q4 | Decreased 0 |
GDS HLDGS LTD | 1.6M | $61.5M | 3.9% | $28.04 | +34.00% | 3 qtrssince 2018-Q4 | Increased 70 |
STATE STR SPDR S&P 500 ETF T | 202,367 | $59.3M | 3.7% | $223.02 | +18.33% | 3 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 190,869 | $37.8M | 2.4% | $37.44 | +26.35% | 3 qtrssince 2018-Q4 | Increased 50 |
NORTHERN TR CORP | 394,559 | $35.5M | 2.2% | $66.53 | +9.12% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 426,650 | $28M | 1.8% | $47.49 | +14.42% | 3 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 317,069 | $24.3M | 1.5% | $52.02 | +8.10% | 3 qtrssince 2018-Q4 | Increased 68 |
ISHARES TR | 136,177 | $21.2M | 1.3% | $121.68 | +16.85% | 3 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 10,853 | $20.6M | 1.3% | $76.25 | +24.18% | 3 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 268,074 | $19.8M | 1.2% | $56.21 | +16.05% | 3 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 346,620 | $19M | 1.2% | $35.38 | +25.44% | 3 qtrssince 2018-Q4 | Increased 48 |
MICROSOFT CORP | 133,873 | $17.9M | 1.1% | $94.43 | +32.94% | 3 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 107,281 | $17.5M | 1.1% | $24.98 | +4.23% | 3 qtrssince 2018-Q4 | Increased 72 |
JPMORGAN CHASE & CO | 145,243 | $16.2M | 1.0% | $79.10 | +16.34% | 3 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 143,456 | $15.7M | 1.0% | $82.22 | +10.91% | 3 qtrssince 2018-Q4 | Increased 60 |
ISHARES INC | 398,013 | $14.9M | 0.9% | $27.37 | +22.18% | 3 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 243,144 | $14.9M | 0.9% | $45.67 | +10.44% | 3 qtrssince 2018-Q4 | Increased 43 |
NUVASIVE INC | 240,386 | $14.1M | 0.9% | — | — | 3 qtrssince 2018-Q4 | Increased 47 |
ALIBABA GROUP HLDG LTD | 83,028 | $14.1M | 0.9% | $130.05 | +22.61% | 3 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $1.6B across 475 positions as of Q2 2019. Top holdings: ITW (6.8%), META (5.5%), GDS (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 78 new positions, 132 exits, 133 increased. Top move: VUG (INCREASED, conviction 72). Portfolio: $1.6B across 475 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
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