Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2018
Top Holdings513 positions
Illinois Tool Works Inc | 815,441 | $103.3M | 6.9% | $105.13 | 0.00% | 1 qtr | First report 0 |
SPDR S&P 500 ETF Trust | 353,069 | $88.2M | 5.9% | $223.02 | 0.00% | 1 qtr | First report 0 |
Facebook Inc | 497,490 | $65.2M | 4.4% | $129.85 | 0.00% | 1 qtr | First report 0 |
iShares MSCI EAFE ETF | 1M | $60.7M | 4.1% | $47.49 | 0.00% | 1 qtr | First report 0 |
Northern Trust Corp | 440,940 | $36.9M | 2.5% | $66.53 | 0.00% | 1 qtr | First report 0 |
Apple Inc | 233,538 | $36.8M | 2.5% | $37.39 | 0.00% | 1 qtr | First report 0 |
GDS Holdings Ltd | 1.1M | $24.4M | 1.6% | $23.09 | 0.00% | 1 qtr | First report 0 |
Microsoft Corp | 207,046 | $21M | 1.4% | $94.43 | 0.00% | 1 qtr | First report 0 |
iShares Russell 2000 ETF | 155,430 | $20.8M | 1.4% | $121.68 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co | 212,424 | $20.7M | 1.4% | $79.10 | 0.00% | 1 qtr | First report 0 |
Paychex Inc | 291,182 | $19M | 1.3% | $51.36 | 0.00% | 1 qtr | First report 0 |
Amazon.com Inc | 11,923 | $17.9M | 1.2% | $75.10 | 0.00% | 1 qtr | First report 0 |
Vanguard Value ETF | 182,744 | $17.9M | 1.2% | $80.83 | 0.00% | 1 qtr | First report 0 |
iShares MSCI ACWI ETF | 265,762 | $17.1M | 1.1% | $56.07 | 0.00% | 1 qtr | First report 0 |
Cisco Systems Inc/Delaware | 330,701 | $14.3M | 1.0% | $34.65 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 13,412 | $14M | 0.9% | $51.76 | 0.00% | 1 qtr | First report 0 |
Exxon Mobil Corp | 202,660 | $13.8M | 0.9% | $48.91 | 0.00% | 1 qtr | First report 0 |
Home Depot Inc/The | 80,349 | $13.8M | 0.9% | $141.60 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc | 12,815 | $13.3M | 0.9% | $51.29 | 0.00% | 1 qtr | First report 0 |
iShares MSCI Switzerland ETF | 413,809 | $13M | 0.9% | $27.37 | 0.00% | 1 qtr | First report 0 |
Cerity Partners LLC manages $1.5B across 513 positions as of Q4 2018. Top holdings: ITW (6.9%), SPY (5.9%), META (4.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 513 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.5B across 513 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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