Cerity Partners LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings682 positions
STATE STR SPDR S&P 500 ETF T | 642,970 | $275.9M | 6.1% | $306.17 | +31.10% | 12 qtrssince 2018-Q4 | Decreased 0 |
ILLINOIS TOOL WKS INC | 1.3M | $266.4M | 5.9% | $128.98 | +42.27% | 12 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 518,814 | $204.6M | 4.5% | $286.38 | +28.39% | 12 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 1.4M | $199.5M | 4.4% | $79.10 | +74.49% | 12 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 1.7M | $128.2M | 2.8% | $56.90 | +12.94% | 12 qtrssince 2018-Q4 | Increased 58 |
MICROSOFT CORP | 448,224 | $126.4M | 2.8% | $179.08 | +51.09% | 12 qtrssince 2018-Q4 | Decreased 0 |
GDS HLDGS LTD | 1.9M | $105.7M | 2.3% | $38.93 | +45.42% | 12 qtrssince 2018-Q4 | Increased 51 |
NORTHERN TR CORP | 898,688 | $96.9M | 2.1% | $76.77 | +21.10% | 12 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 28,660 | $94.1M | 2.1% | $128.33 | +27.99% | 12 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC | 28,880 | $77M | 1.7% | $79.59 | +65.88% | 12 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 391,099 | $64M | 1.4% | $95.53 | +51.20% | 12 qtrssince 2018-Q4 | Increased 47 |
THERMO FISHER SCIENTIFIC INC | 93,366 | $53.3M | 1.2% | $403.86 | +39.46% | 12 qtrssince 2018-Q4 | Increased 47 |
NVIDIA CORPORATION | 253,389 | $52.5M | 1.2% | $10.71 | +92.55% | 12 qtrssince 2018-Q4 | Increased 75 |
VANGUARD INTL EQUITY INDEX F | 847,614 | $51.7M | 1.1% | $51.29 | +2.10% | 12 qtrssince 2018-Q4 | Increased 49 |
HOME DEPOT INC | 148,782 | $48.8M | 1.1% | $227.75 | +26.98% | 12 qtrssince 2018-Q4 | Increased 47 |
META PLATFORMS INC | 142,836 | $48.5M | 1.1% | $206.09 | +63.12% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 208,383 | $46.4M | 1.0% | $185.14 | +15.84% | 12 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 529,410 | $41.3M | 0.9% | $51.19 | +32.78% | 12 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 241,978 | $39.1M | 0.9% | $128.18 | +9.58% | 12 qtrssince 2018-Q4 | Decreased 0 |
DISNEY WALT CO | 221,993 | $37.6M | 0.8% | $143.51 | +14.29% | 12 qtrssince 2018-Q4 | Increased 44 |
Cerity Partners LLC manages $4.5B across 682 positions as of Q3 2021. Top holdings: SPY (6.1%), ITW (5.9%), VOO (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 33 new positions, 59 exits, 327 increased. Top move: NVDA (INCREASED, conviction 75). Portfolio: $4.5B across 682 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