Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings639 positions
Illinois Tool Works Inc | 1.3M | $262.9M | 8.4% | $128.09 | +39.13% | 9 qtrssince 2018-Q4 | Decreased 0 |
GDS Holdings Ltd | 1.6M | $150.2M | 4.8% | $31.90 | +193.50% | 9 qtrssince 2018-Q4 | Decreased 0 |
Apple Inc | 1.1M | $141.5M | 4.5% | $65.36 | +97.08% | 9 qtrssince 2018-Q4 | Increased 58 |
VANGUARD S&P500 INDEX ETF | 350,768 | $120.6M | 3.9% | $254.50 | +24.62% | 9 qtrssince 2018-Q4 | Increased 64 |
SPDR S&P 500 ETF Trust | 319,090 | $119.3M | 3.8% | $237.41 | +45.87% | 9 qtrssince 2018-Q4 | Decreased 0 |
Northern Trust Corp | 820,926 | $76.5M | 2.5% | $74.61 | +5.62% | 9 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 1M | $69.3M | 2.2% | $52.34 | +13.29% | 9 qtrssince 2018-Q4 | Increased 71 |
Microsoft Corp | 288,723 | $64.2M | 2.1% | $152.71 | +38.87% | 9 qtrssince 2018-Q4 | Increased 53 |
Amazon.com Inc | 16,708 | $54.4M | 1.7% | $108.21 | +50.49% | 9 qtrssince 2018-Q4 | Increased 49 |
Broadmark Realty Capital Inc | 4.2M | $43M | 1.4% | — | — | 5 qtrssince 2019-Q4 | Decreased 0 |
Facebook Inc | 138,779 | $37.9M | 1.2% | $181.97 | +48.69% | 9 qtrssince 2018-Q4 | Increased 48 |
JPMorgan Chase & Co | 286,522 | $36.4M | 1.2% | $81.37 | +35.23% | 9 qtrssince 2018-Q4 | Increased 46 |
ALPHATEC HLDGS INC | 2.4M | $34.9M | 1.1% | $2.63 | +450.84% | 9 qtrssince 2018-Q4 | Decreased 0 |
Thermo Fisher Scientific Inc | 70,019 | $32.6M | 1.0% | $386.12 | +18.73% | 9 qtrssince 2018-Q4 | Decreased 0 |
iShares MSCI EAFE ETF | 427,041 | $31.2M | 1.0% | $46.96 | +34.03% | 9 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 131,320 | $28.7M | 0.9% | $173.41 | +20.92% | 9 qtrssince 2018-Q4 | Increased 42 |
Alphabet Inc | 16,282 | $28.5M | 0.9% | $60.80 | +42.72% | 9 qtrssince 2018-Q4 | Decreased 0 |
Home Depot Inc/The | 107,000 | $28.4M | 0.9% | $207.99 | +10.66% | 9 qtrssince 2018-Q4 | Increased 41 |
Walt Disney Co/The | 154,009 | $27.9M | 0.9% | $129.61 | +35.54% | 9 qtrssince 2018-Q4 | Increased 50 |
iShares Russell 2000 ETF | 137,075 | $26.9M | 0.9% | $137.61 | +33.08% | 9 qtrssince 2018-Q4 | Increased 51 |
Cerity Partners LLC manages $3.1B across 639 positions as of Q4 2020. Top holdings: ITW (8.4%), GDS (4.8%), AAPL (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 163 new positions, 25 exits, 274 increased. Top move: IEFA (INCREASED, conviction 71). Portfolio: $3.1B across 639 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