Cerity Partners

Cerity Partners Portfolio holdings

AUM $61.7B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.7B
AUM Growth
+$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,660
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$252M
3
+$186M
4
NVDA icon
NVIDIA
NVDA
+$165M
5
AVGO icon
Broadcom
AVGO
+$159M

Top Sells

1
+$202M
2
+$119M
3
+$108M
4
INTU icon
Intuit
INTU
+$88.4M
5
ADP icon
Automatic Data Processing
ADP
+$53.5M

Sector Composition

1 Technology 15.97%
2 Financials 8.41%
3 Healthcare 7.31%
4 Consumer Staples 5.44%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35.2M 0.07%
138,327
+1,575
227
$35M 0.07%
228,584
+1,170
228
$34.8M 0.07%
792,822
+27,382
229
$34.4M 0.07%
431,133
-77,814
230
$34.4M 0.07%
569,064
-4,692
231
$34.4M 0.07%
333,369
+283,923
232
$34.3M 0.07%
56,430
-591
233
$34.2M 0.07%
81,433
+597
234
$34M 0.07%
463,261
+255,401
235
$34M 0.07%
617,821
-2,021
236
$33.9M 0.07%
198,319
-12,529
237
$33.8M 0.07%
466,935
+344,781
238
$33.7M 0.07%
69,629
+552
239
$33.5M 0.07%
348,400
+71,170
240
$33.5M 0.07%
153,164
+142,038
241
$33.1M 0.07%
134,002
+137
242
$32.9M 0.07%
123,358
+5,879
243
$32.9M 0.07%
704,106
-53,396
244
$32.7M 0.07%
650,774
+53,120
245
$32.4M 0.07%
219,420
-13,087
246
$32.3M 0.07%
244,040
-188,137
247
$31.7M 0.06%
307,116
-14,824
248
$31.4M 0.06%
755,457
-6,430
249
$31.3M 0.06%
430,948
+99,778
250
$31.2M 0.06%
117,997
-944
8 9
10
11 12