Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings455 positions
ILLINOIS TOOL WKS INC | 1.4M | $245.5M | 13.6% | $128.09 | +17.95% | 7 qtrssince 2018-Q4 | Increased 61 |
GDS HLDGS LTD | 1.7M | $134.3M | 7.4% | $29.24 | +172.41% | 7 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 309,529 | $95.4M | 5.3% | $234.14 | +20.98% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 234,298 | $66.4M | 3.7% | $232.82 | +11.41% | 7 qtrssince 2018-Q4 | Increased 75 |
NORTHERN TR CORP | 802,454 | $63.7M | 3.5% | $74.60 | -11.46% | 7 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 172,830 | $63.1M | 3.5% | $39.03 | +126.07% | 7 qtrssince 2018-Q4 | Decreased 0 |
BROADMARK REALTY CAPITAL INC | 4.3M | $41M | 2.3% | — | — | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 559,596 | $34.1M | 1.9% | $46.96 | +10.09% | 7 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 159,608 | $32.5M | 1.8% | $113.44 | +70.20% | 7 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 10,550 | $29.1M | 1.6% | $79.01 | +74.59% | 7 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 125,383 | $25.3M | 1.4% | $25.42 | +27.96% | 7 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 389,561 | $22.3M | 1.2% | $47.20 | +2.46% | 7 qtrssince 2018-Q4 | Increased 67 |
META PLATFORMS INC | 89,042 | $20.2M | 1.1% | $137.99 | +62.99% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 88,125 | $19M | 1.1% | $133.26 | +52.32% | 7 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 107,972 | $15.5M | 0.9% | $123.62 | +7.44% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 10,449 | $14.8M | 0.8% | $54.03 | +29.59% | 7 qtrssince 2018-Q4 | Increased 44 |
JPMORGAN CHASE & CO | 148,289 | $13.9M | 0.8% | $79.81 | +0.15% | 7 qtrssince 2018-Q4 | Increased 47 |
INTEL CORP | 224,872 | $13.5M | 0.7% | $43.75 | +21.92% | 7 qtrssince 2018-Q4 | Increased 51 |
PROCTER & GAMBLE CO | 111,675 | $13.4M | 0.7% | $82.22 | +24.05% | 7 qtrssince 2018-Q4 | Decreased 0 |
CISCO SYS INC | 284,053 | $13.2M | 0.7% | $35.38 | +10.22% | 7 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $1.8B across 455 positions as of Q2 2020. Top holdings: ITW (13.6%), GDS (7.4%), SPY (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 62 new positions, 47 exits, 158 increased. Top move: VOO (INCREASED, conviction 75). Portfolio: $1.8B across 455 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