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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$61.7B
AUM Growth
+$5.59B
Cap. Flow
+$1.71B
Cap. Flow %
2.78%
Top 10 Hldgs %
25.83%
Holding
2,898
New
272
Increased
1,366
Reduced
967
Closed
159

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$141M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$99.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$61.6M
2
PG icon
Procter & Gamble
PG
+$60.8M
3
BND icon
Vanguard Total Bond Market
BND
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASC icon
2601
Ardmore Shipping
ASC
$719M
$124K ﹤0.01%
+10,426
New +$117K
FUBO icon
2602
FuboTV Inc
FUBO
$307M
$123K ﹤0.01%
+9,380
New +$425K
RGP icon
2603
Resources Connection
RGP
$145M
$122K ﹤0.01%
24,104
+1,794
+8% +$9.21K
AMRX icon
2604
Amneal Pharmaceuticals
AMRX
$6.32B
$121K ﹤0.01%
+12,125
New +$109K
SGMO
2605
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$121K ﹤0.01%
179,668
+129,668
+259% +$69.9K
LAND
2606
Gladstone Land Corp
LAND
$358M
$120K ﹤0.01%
+13,120
New +$124K
RC
2607
Ready Capital
RC
$306M
$118K ﹤0.01%
30,490
+15,270
+100% +$64.4K
OMER icon
2608
Omeros
OMER
$1.24B
$118K ﹤0.01%
28,700
+49
+0.2% +$194
CRCT icon
2609
Cricut
CRCT
$1.21B
$118K ﹤0.01%
+18,701
New +$110K
KW
2610
DELISTED
Kennedy-Wilson Holdings
KW
$117K ﹤0.01%
+14,099
New +$113K
HTLD icon
2611
Heartland Express
HTLD
$989M
$117K ﹤0.01%
13,970
-4,851
-26% -$41.1K
BTA
2612
DELISTED
BlackRock Long-Term Municipal Advantage Trust
BTA
$117K ﹤0.01%
12,179
+199
+2% +$1.82K
SNBR
2613
DELISTED
Sleep Number
SNBR
$114K ﹤0.01%
16,250
-3,691
-19% -$32.3K
SMRT icon
2614
SmartRent
SMRT
$286M
$113K ﹤0.01%
80,244
-58,965
-42% -$75.7K
HBI
2615
DELISTED
Hanesbrands
HBI
$113K ﹤0.01%
17,121
-10,629
-38% -$58.7K
UAMY icon
2616
United States Antimony
UAMY
$825M
$112K ﹤0.01%
+18,113
New +$75.7K
BCYC
2617
Bicycle Therapeutics
BCYC
$273M
$111K ﹤0.01%
14,350
– –
RLAY icon
2618
Relay Therapeutics
RLAY
$4.35B
$111K ﹤0.01%
21,241
+6,408
+43% +$24.4K
ELP
2619
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$111K ﹤0.01%
11,309
-2,093
-16% -$18.8K
VSTS icon
2620
Vestis
VSTS
$1.76B
$110K ﹤0.01%
24,314
-122,024
-83% -$626K
FSCO
2621
FS Credit Opportunities Corp
FSCO
$1.03B
$108K ﹤0.01%
+15,687
New +$115K
ORN icon
2622
Orion Group Holdings
ORN
$402M
$107K ﹤0.01%
12,913
+1,247
+11% +$9.83K
CIG icon
2623
CEMIG Preferred Shares
CIG
$5.52B
$106K ﹤0.01%
50,065
-15,005
-23% -$29.5K
ARKO icon
2624
ARKO Corp
ARKO
$544M
$105K ﹤0.01%
22,986
+642
+3% +$3.03K
VIR icon
2625
Vir Biotechnology
VIR
$1.56B
$102K ﹤0.01%
17,827
-16,076
-47% -$82.2K
103 104
105
106 107

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Cerity Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cerity Partners held 2,898 positions worth $61.7B, up 10% from $56.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cerity Partners's Q3 2025 filing shows 272 new, 1,366 increased, 967 reduced and 159 closed positions. Its largest new stake was Arista Networks: 306,282 shares worth $43.2M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $61.6M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Cerity Partners's largest Q3 2025 buy was Arista Networks: 306,282 shares worth $43.2M.
  • Cerity Partners added most to NVIDIA in Q3 2025, an estimated $141M increase.
  • Cerity Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $61.6M.
  • Cerity Partners fully exited Ansys in Q3 2025, selling an estimated $8.12M.
  • Cerity Partners's ten largest holdings make up 26% of its $61.7B portfolio in Q3 2025.
  • Cerity Partners opened 272 new positions and closed 159 in Q3 2025.
  • Cerity Partners's portfolio value rose 10% quarter-over-quarter to $61.7B.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.