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
451
$11.4M 0.02%
194,969
+79,933
452
$11.3M 0.02%
54,192
-5,268
453
$11.3M 0.02%
189,549
+6,232
454
$11.3M 0.02%
103,477
+7,876
455
$11.2M 0.02%
82,412
+798
456
$11.2M 0.02%
63,473
+9,660
457
$11.1M 0.02%
144,343
-684
458
$11.1M 0.02%
1,346,541
+25,345
459
$11M 0.02%
172,901
+42,092
460
$10.9M 0.02%
377,944
+20,476
461
$10.9M 0.02%
182,649
-81,389
462
$10.9M 0.02%
430,406
+68,936
463
$10.9M 0.02%
474,694
-260,661
464
$10.9M 0.02%
196,726
+75,698
465
$10.9M 0.02%
168,392
+12,735
466
$10.8M 0.02%
497,075
-13,590
467
$10.7M 0.02%
121,270
-53,988
468
$10.7M 0.02%
30,844
+2,718
469
$10.6M 0.02%
177,664
+2,820
470
$10.6M 0.02%
775,554
-8,443
471
$10.6M 0.02%
179,113
-6,375
472
$10.5M 0.02%
41,845
+158
473
$10.5M 0.02%
80,703
+19,384
474
$10.4M 0.02%
91,324
+74,136
475
$10.4M 0.02%
39,331
+8,119
17 18
19
20 21