Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,019 positions
VANGUARD INDEX FDS | 540,670 | $502.4M | 7.6% | $291.32 | +40.22% | 13 qtrssince 2018-Q4 | Increased 64 |
STATE STR SPDR S&P 500 ETF T | 1.5M | $388.6M | 5.9% | $384.34 | +15.99% | 13 qtrssince 2018-Q4 | Increased 98 |
ILLINOIS TOOL WKS INC | 1.3M | $317.9M | 4.8% | $128.98 | +70.77% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.7M | $291.9M | 4.4% | $97.42 | +78.04% | 13 qtrssince 2018-Q4 | Increased 69 |
MICROSOFT CORP | 553,062 | $178.1M | 2.7% | $206.43 | +56.65% | 13 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 3.3M | $162.5M | 2.5% | $61.10 | +7.43% | 13 qtrssince 2018-Q4 | Increased 83 |
AMAZON COM INC | 35,047 | $113M | 1.7% | $135.33 | +23.19% | 13 qtrssince 2018-Q4 | Increased 57 |
NORTHERN TR CORP | 911,855 | $109.1M | 1.7% | $77.16 | +34.47% | 13 qtrssince 2018-Q4 | Increased 48 |
ALPHABET INC | 33,600 | $95.7M | 1.5% | $88.54 | +61.88% | 13 qtrssince 2018-Q4 | Increased 55 |
GDS HLDGS LTD | 1.9M | $88.1M | 1.3% | $38.93 | +21.13% | 13 qtrssince 2018-Q4 | Increased 47 |
CVS HEALTH CORP | 762,221 | $78.6M | 1.2% | $80.02 | +9.85% | 13 qtrssince 2018-Q4 | Increased 76 |
NVIDIA CORPORATION | 258,001 | $74.8M | 1.1% | $11.04 | +165.18% | 13 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 193,933 | $72.7M | 1.1% | $72.02 | 0.00% | 1 qtr | New 68 |
HOME DEPOT INC | 169,892 | $69.3M | 1.1% | $245.06 | +49.81% | 13 qtrssince 2018-Q4 | Increased 53 |
JPMORGAN CHASE & CO | 429,283 | $66.3M | 1.0% | $99.53 | +41.23% | 13 qtrssince 2018-Q4 | Increased 51 |
THERMO FISHER SCIENTIFIC INC | 99,813 | $65.7M | 1.0% | $420.28 | +56.57% | 13 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC | 199,869 | $65.2M | 1.0% | $242.35 | +37.47% | 13 qtrssince 2018-Q4 | Increased 55 |
VANGUARD INTL EQUITY INDEX F | 996,401 | $64.7M | 1.0% | $41.40 | +3.99% | 13 qtrssince 2018-Q4 | Increased 67 |
VANGUARD TAX-MANAGED FDS | 4.5M | $63M | 1.0% | $43.74 | +1.63% | 13 qtrssince 2018-Q4 | Increased 67 |
JOHNSON & JOHNSON | 367,333 | $60.6M | 0.9% | $135.54 | +10.48% | 13 qtrssince 2018-Q4 | Increased 58 |
Cerity Partners LLC manages $6.6B across 1019 positions as of Q4 2021. Top holdings: VOO (7.6%), SPY (5.9%), ITW (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 376 new positions, 39 exits, 498 increased. Top move: SPY (INCREASED, conviction 98). Portfolio: $6.6B across 1019 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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