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
2526
– –
-40,900
2527
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-20,350
2528
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-102,918
2529
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-11,188
2530
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-321,866
2531
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-18,854
2532
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-1,110
2533
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-2,662
2534
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-16,015
2535
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-16,510
2536
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-26,230
2537
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-184,281
2538
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-10,407
2539
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-8,918
2540
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-3,077
2541
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-21,478
2542
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2543
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2544
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-32,953
2545
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-2,766,900
2546
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-10,691
2547
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-14,837
2548
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-5,100
2549
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-45,408
2550
– –
-1,688
100 101
102
103 104