Cerity Partners Portfolio holdings
AUM
$56.1B
1-Year Est. Return
16.67%
1 Year Est. Return
+16.67%
AUM
$48.7B
AUM Growth
+$2.56B
(+5.5%)
Holding
2,660
Top Buys
| 1 | +$268M | |
| 2 | +$252M | |
| 3 | +$186M | |
| 4 |
NVIDIA
NVDA
|
+$165M |
| 5 |
Broadcom
AVGO
|
+$159M |
Top Sells
| 1 | +$202M | |
| 2 | +$119M | |
| 3 | +$108M | |
| 4 |
Intuit
INTU
|
+$88.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
2651
Pitney Bowes
PBI
$1.91B
| – | – |
-12,680
|
|
||
2652
Invesco WilderHill Clean Energy ETF
PBW
$518M
| – | – |
-18,186
|
|
||
2653
Provident Financial Services
PFS
$2.33B
| – | – |
-31,475
|
|
||
2654
Phinia Inc
PHIN
$2.08B
| – | – |
-4,513
|
|
||
|
PKST
2655
Peakstone Realty Trust
PKST
$462M
| – | – |
-10,681
|
|
||
2656
Photronics
PLAB
$1.38B
| – | – |
-9,314
|
|
||
|
PMX
2657
DELISTED
PIMCO Municipal Income Fund III
PMX
| – | – |
-10,264
|
|
||
2658
Power Integrations
POWI
$2.64B
| – | – |
-3,412
|
|
||
2659
Praxis Precision Medicines
PRAX
$3.45B
| – | – |
-4,364
|
|
||
2660
Cohen & Steers Select Preferred & Income Fund
PSF
$249M
| – | – |
-10,494
|
|