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
426
$12.9M 0.03%
254,439
-403,519
427
$12.8M 0.03%
295,953
+3,718
428
$12.8M 0.03%
43,030
-2,230
429
$12.6M 0.03%
129,741
+11,412
430
$12.6M 0.03%
488,856
+33,074
431
$12.5M 0.03%
250,550
-36,806
432
$12.5M 0.03%
260,962
+213,269
433
$12.4M 0.03%
61,744
-1,901
434
$12.4M 0.03%
57,699
-1,946
435
$12.3M 0.03%
35,751
+4,823
436
$12.3M 0.02%
461,740
+51,511
437
$12.2M 0.02%
89,726
+14,319
438
$12.2M 0.02%
173,122
+49,781
439
$12.1M 0.02%
226,455
-60,164
440
$12.1M 0.02%
85,645
+5,863
441
$12M 0.02%
788,774
-11,424
442
$11.9M 0.02%
1,187,494
+203,449
443
$11.9M 0.02%
480,500
+4,906
444
$11.9M 0.02%
195,420
+76,694
445
$11.8M 0.02%
159,956
+3,189
446
$11.7M 0.02%
127,758
+54,584
447
$11.7M 0.02%
944,251
+772,515
448
$11.6M 0.02%
33,385
+1,942
449
$11.5M 0.02%
36,397
+2,393
450
$11.4M 0.02%
13,979
+2,179
16 17
18
19 20