Cerity Partners LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings501 positions
ILLINOIS TOOL WKS INC | 1.4M | $269.9M | 11.1% | $128.09 | +31.10% | 8 qtrssince 2018-Q4 | Decreased 0 |
GDS HLDGS LTD | 1.8M | $145.3M | 6.0% | $31.90 | +156.49% | 8 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 1M | $119.2M | 4.9% | $63.06 | +77.98% | 8 qtrssince 2018-Q4 | Increased 89 |
STATE STR SPDR S&P 500 ETF T | 323,676 | $108.4M | 4.5% | $237.41 | +30.10% | 8 qtrssince 2018-Q4 | Increased 58 |
VANGUARD INDEX FDS | 298,743 | $91.9M | 3.8% | $243.59 | +16.07% | 8 qtrssince 2018-Q4 | Increased 68 |
NORTHERN TR CORP | 807,732 | $63M | 2.6% | $74.54 | -12.16% | 8 qtrssince 2018-Q4 | Increased 51 |
MICROSOFT CORP | 275,469 | $57.9M | 2.4% | $149.86 | +33.48% | 8 qtrssince 2018-Q4 | Increased 76 |
AMAZON COM INC | 15,788 | $49.7M | 2.0% | $105.03 | +49.90% | 8 qtrssince 2018-Q4 | Increased 69 |
BROADMARK REALTY CAPITAL INC | 4.2M | $41.7M | 1.7% | — | — | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 663,042 | $40M | 1.6% | $48.78 | +4.62% | 8 qtrssince 2018-Q4 | Increased 68 |
META PLATFORMS INC | 133,038 | $34.8M | 1.4% | $178.15 | +45.62% | 8 qtrssince 2018-Q4 | Increased 63 |
THERMO FISHER SCIENTIFIC INC | 70,308 | $31M | 1.3% | $386.12 | +12.49% | 8 qtrssince 2018-Q4 | Increased 73 |
HOME DEPOT INC | 104,510 | $29M | 1.2% | $207.46 | +15.37% | 8 qtrssince 2018-Q4 | Increased 73 |
ISHARES TR | 437,616 | $27.9M | 1.1% | $46.96 | +15.48% | 8 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 284,265 | $27.4M | 1.1% | $81.14 | +1.80% | 8 qtrssince 2018-Q4 | Increased 72 |
ALIBABA GROUP HLDG LTD | 89,112 | $26.2M | 1.1% | $134.85 | +105.15% | 8 qtrssince 2018-Q4 | Increased 46 |
VISA INC | 126,464 | $25.3M | 1.0% | $172.02 | +11.27% | 8 qtrssince 2018-Q4 | Increased 73 |
ALPHABET INC | 16,348 | $24M | 1.0% | $60.80 | +19.72% | 8 qtrssince 2018-Q4 | Increased 57 |
SALESFORCE INC | 78,006 | $19.6M | 0.8% | $194.62 | +26.94% | 8 qtrssince 2018-Q4 | Increased 59 |
NVIDIA CORPORATION | 34,773 | $18.8M | 0.8% | $8.05 | +67.13% | 8 qtrssince 2018-Q4 | Increased 48 |
Cerity Partners LLC manages $2.4B across 501 positions as of Q3 2020. Top holdings: ITW (11.1%), GDS (6.0%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 87 new positions, 41 exits, 260 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $2.4B across 501 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