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
2626
– –
-4,385
2627
– –
-25,666
2628
– –
-8,343
2629
– –
-3,382
2630
– –
-1,104
2631
– –
0
2632
– –
-31,908
2633
– –
-7,566
2634
– –
-10,743
2635
– –
-11,809
2636
– –
-3,600
2637
– –
-15,668
2638
– –
-11,061
2639
– –
-11,064
2640
– –
-6,064
2641
– –
-18,832
2642
– –
-1,659
2643
– –
-2,747
2644
– –
-13,159
2645
– –
-45,110
2646
– –
-40,187
2647
– –
-12,680
2648
– –
-18,186
2649
– –
-31,475
2650
– –
-4,513
103 104 105
106
107