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
401
$14.5M 0.03%
463,829
+33,696
402
$14.5M 0.03%
138,537
-12,394
403
$14.4M 0.03%
180,272
-47,417
404
$14.1M 0.03%
82,195
+5,693
405
$14.1M 0.03%
79,498
-3,362
406
$14.1M 0.03%
187,646
+21,757
407
$14M 0.03%
591,456
+939
408
$13.9M 0.03%
472,272
-9,751
409
$13.9M 0.03%
117,772
+15,824
410
$13.8M 0.03%
315,757
-5,485
411
$13.7M 0.03%
174,789
+115,818
412
$13.7M 0.03%
122,969
-13,206
413
$13.7M 0.03%
592,758
-14,891
414
$13.7M 0.03%
103,830
-36,045
415
$13.6M 0.03%
62,676
+6,771
416
$13.6M 0.03%
122,102
+24,091
417
$13.5M 0.03%
3,532
+230
418
$13.4M 0.03%
233,667
-5,812
419
$13.3M 0.03%
236,180
+12,432
420
$13.2M 0.03%
285,104
-1,152
421
$13.1M 0.03%
137,951
+44,187
422
$13.1M 0.03%
42,984
-3,695
423
$12.9M 0.03%
30,218
+3,740
424
$12.9M 0.03%
108,394
-15,631
425
$12.9M 0.03%
320,323
-15,974
15 16
17
18 19