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
– –
0
2602
– –
-4,478
2603
– –
-16,449
2604
– –
-13,905
2605
– –
-13,527
2606
– –
-12,366
2607
– –
-2,831
2608
– –
-866
2609
– –
-10,957
2610
– –
-1,573
2611
– –
-1,128
2612
– –
-11,043
2613
– –
-4,124
2614
– –
-12,902
2615
– –
-17,993
2616
– –
-1,792
2617
– –
-15,264
2618
– –
-7,023
2619
– –
-10,479
2620
– –
-12,921
2621
– –
-10,634
2622
– –
-4,385
2623
– –
-18,646
2624
– –
-25,666
2625
– –
-8,343
103 104
105
106 107