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
276
$27.1M 0.05%
185,775
-8,145
277
$26.9M 0.05%
230,309
-5,031
278
$26.7M 0.05%
61,625
-326
279
$26.4M 0.05%
284,169
-42,696
280
$26.3M 0.05%
933,182
+143,780
281
$26.1M 0.05%
771,362
-137,934
282
$25.9M 0.05%
763,311
+342,769
283
$25.9M 0.05%
845,838
+273,152
284
$25.3M 0.05%
227,146
-14,999
285
$24.8M 0.05%
978,886
-231,953
286
$24.7M 0.05%
306,042
+241,372
287
$24.7M 0.05%
901,689
-10,023
288
$24.7M 0.05%
742,669
-59,716
289
$24.2M 0.05%
1,065,217
+189,254
290
$24.2M 0.05%
528,368
+6,439
291
$24.2M 0.05%
104,380
+6,943
292
$24.1M 0.05%
873,881
+4,917
293
$24M 0.05%
365,254
+26,104
294
$23.9M 0.05%
1,108,983
-66,237
295
$23.7M 0.05%
899,523
+3,578
296
$23.4M 0.05%
87,230
+14,647
297
$23.4M 0.05%
88,427
+12,965
298
$23.4M 0.05%
497,222
+158,825
299
$23.2M 0.05%
385,671
-27,591
300
$23.1M 0.05%
75,652
+20,452
10 11
12
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