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
2601
– –
-4,153
2602
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-2,469
2603
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-140,891
2604
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-2,002
2605
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0
2606
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-4,478
2607
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-16,449
2608
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-13,905
2609
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-13,527
2610
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-12,366
2611
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-2,831
2612
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-866
2613
– –
-10,957
2614
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-1,573
2615
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-1,128
2616
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-11,043
2617
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2618
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-12,902
2619
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2620
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-1,792
2621
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-15,264
2622
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-7,023
2623
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-10,479
2624
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-12,921
2625
– –
-10,634
103 104
105
106 107