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
376
$16.4M 0.03%
278,465
+4,765
377
$16.3M 0.03%
68,463
-44
378
$16.3M 0.03%
107,655
+100
379
$16.2M 0.03%
474,624
+4,398
380
$16M 0.03%
124,578
+2,859
381
$15.9M 0.03%
39,828
+7,680
382
$15.9M 0.03%
30,557
+296
383
$15.8M 0.03%
407,582
+21,062
384
$15.8M 0.03%
27,857
+8,412
385
$15.5M 0.03%
60,985
+24,504
386
$15.4M 0.03%
212,923
+86,089
387
$15.4M 0.03%
80,578
+3,187
388
$15.3M 0.03%
62,859
+339
389
$15.2M 0.03%
241,508
+12,427
390
$15.2M 0.03%
172,619
+3,371
391
$15M 0.03%
302,071
+70,486
392
$15M 0.03%
491,484
+24,136
393
$14.9M 0.03%
285,464
-12,938
394
$14.8M 0.03%
101,293
+39,040
395
$14.7M 0.03%
148,399
-5,493
396
$14.7M 0.03%
109,228
+84,309
397
$14.7M 0.03%
28,660
+2,547
398
$14.6M 0.03%
32,949
+2,571
399
$14.5M 0.03%
445,940
+15,020
400
$14.5M 0.03%
359,028
+80,802
14 15
16
17 18