Cerity Partners

Cerity Partners Portfolio holdings

AUM $56.1B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
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
CRDO icon
2576
Credo Technology Group
CRDO
$24.8B
-5,276
CRL icon
2577
Charles River Laboratories
CRL
$8.79B
-3,615
CYTK icon
2578
Cytokinetics
CYTK
$6.99B
-4,066
CZR icon
2579
Caesars Entertainment
CZR
$4.46B
-9,402
DCOM icon
2580
Dime Community Bancshares
DCOM
$1.22B
-7,437
DLHC icon
2581
DLH Holdings
DLHC
$79.1M
-51,369
DNB
2582
DELISTED
Dun & Bradstreet
DNB
-20,771
DRS icon
2583
Leonardo DRS
DRS
$10.5B
-34,410
EFA icon
2584
iShares MSCI EAFE ETF
EFA
$68.2B
-1,440,275
ENS icon
2585
EnerSys
ENS
$4.54B
-4,607
EOSE icon
2586
Eos Energy Enterprises
EOSE
$4.2B
-18,800
EPI icon
2587
WisdomTree India Earnings Fund ETF
EPI
$2.93B
-4,726
ETV
2588
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.65B
-18,340
EWX icon
2589
SPDR S&P Emerging Markets Small Cap ETF
EWX
$774M
-3,416
EXLS icon
2590
EXL Service
EXLS
$6.52B
-5,753
FENI icon
2591
Fidelity Enhanced International ETF
FENI
$4.28B
-7,419
FLO icon
2592
Flowers Foods
FLO
$2.69B
-13,040
FND icon
2593
Floor & Decor
FND
$7.68B
-2,994
FSLR icon
2594
First Solar
FSLR
$24.9B
-4,486
FTEC icon
2595
Fidelity MSCI Information Technology Index ETF
FTEC
$16.3B
-2,409
FWRG icon
2596
First Watch Restaurant Group
FWRG
$1.09B
-16,672
GATX icon
2597
GATX Corp
GATX
$6.13B
-1,547
GDOT icon
2598
Green Dot
GDOT
$690M
-11,235
GKOS icon
2599
Glaukos
GKOS
$5B
-1,532
GO icon
2600
Grocery Outlet
GO
$1.51B
-41,615