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
351
$18.5M 0.04%
264,627
-3,514
352
$18.5M 0.04%
137,439
-11,242
353
$18.3M 0.04%
884,516
-99,507
354
$18.3M 0.04%
96,772
+3,701
355
$18.2M 0.04%
78,416
+3,194
356
$18M 0.04%
56,588
-4,652
357
$17.7M 0.04%
81,231
-8,228
358
$17.4M 0.04%
136,052
+53,846
359
$17.4M 0.04%
307,082
+9,415
360
$17.3M 0.04%
55,642
+4,062
361
$17.3M 0.04%
445,680
+26,678
362
$17.2M 0.03%
292,715
+226,718
363
$17.2M 0.03%
139,341
+70,759
364
$17.2M 0.03%
1,153,044
+501,959
365
$17.2M 0.03%
109,030
+5,499
366
$17M 0.03%
50,368
-2,750
367
$16.9M 0.03%
4,332,576
+3,087
368
$16.9M 0.03%
404,282
+95,810
369
$16.8M 0.03%
74,218
+3,137
370
$16.8M 0.03%
662,158
+400,740
371
$16.7M 0.03%
61,304
+1,834
372
$16.7M 0.03%
607,176
+48,307
373
$16.7M 0.03%
381,368
+22,794
374
$16.7M 0.03%
241,642
+186,515
375
$16.6M 0.03%
64,911
-474
13 14
15
16 17