Cerity Partners LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings473 positions
ILLINOIS TOOL WKS INC | 866,343 | $135.6M | 8.0% | $109.92 | +20.60% | 4 qtrssince 2018-Q4 | Increased 70 |
META PLATFORMS INC | 544,296 | $96.9M | 5.7% | $137.99 | +27.83% | 4 qtrssince 2018-Q4 | Increased 69 |
SPDR S&P 500 ETF TR | 223,761 | $66.4M | 3.9% | $227.37 | +18.10% | 4 qtrssince 2018-Q4 | Increased 60 |
GDS HLDGS LTD | 1.6M | $65.3M | 3.8% | $28.04 | +42.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
NORTHERN TR CORP | 509,672 | $47.6M | 2.8% | $68.63 | +10.48% | 4 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 211,495 | $47.4M | 2.8% | $39.03 | +37.68% | 4 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 407,085 | $26.5M | 1.6% | $47.49 | +13.10% | 4 qtrssince 2018-Q4 | Decreased 0 |
EXXON MOBIL CORP | 332,182 | $23.5M | 1.4% | $52.07 | +1.98% | 4 qtrssince 2018-Q4 | Increased 47 |
AMAZON COM INC | 12,736 | $22.1M | 1.3% | $77.81 | +11.55% | 4 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 151,216 | $21M | 1.2% | $98.60 | +32.59% | 4 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 132,295 | $20M | 1.2% | $121.68 | +14.13% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 266,377 | $19.6M | 1.2% | $56.21 | +16.11% | 4 qtrssince 2018-Q4 | Decreased 0 |
PROCTER AND GAMBLE CO | 143,442 | $17.8M | 1.0% | $82.22 | +26.62% | 4 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 151,565 | $17.8M | 1.0% | $79.87 | +22.15% | 4 qtrssince 2018-Q4 | Increased 47 |
CISCO SYS INC | 345,828 | $17.1M | 1.0% | $35.38 | +13.96% | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 260,277 | $15.9M | 0.9% | $45.96 | +8.88% | 4 qtrssince 2018-Q4 | Increased 43 |
VANGUARD TAX-MANAGED FDS | 381,342 | $15.7M | 0.9% | $31.11 | +7.67% | 4 qtrssince 2018-Q4 | Increased 49 |
NUVASIVE INC | 239,593 | $15.2M | 0.9% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 |
ISHARES INC | 395,019 | $14.9M | 0.9% | $27.37 | +22.69% | 4 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 86,812 | $14.5M | 0.9% | $131.24 | +19.91% | 4 qtrssince 2018-Q4 | Increased 41 |
Cerity Partners LLC manages $1.7B across 473 positions as of Q3 2019. Top holdings: ITW (8.0%), META (5.7%), SPY (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 50 new positions, 52 exits, 234 increased. Top move: ITW (INCREASED, conviction 70). Portfolio: $1.7B across 473 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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