Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.51%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
2551
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-5,753
2552
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2553
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-3,891
2554
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2555
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2556
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-1,618
2557
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2558
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-16,672
2559
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-1,547
2560
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2561
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-1,532
2562
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-41,615
2563
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-60,620
2564
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-11,991
2565
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-8,017
2566
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-4,223
2567
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-2,458
2568
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2569
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2570
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-4,153
2571
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-2,469
2572
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-12,366
2573
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-10,479
2574
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-12,921
2575
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-10,634
101 102
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