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
476
$10.4M 0.02%
184,773
-60,724
477
$10.3M 0.02%
21,623
-3,918
478
$10.3M 0.02%
61,673
+10,958
479
$10.2M 0.02%
127,024
-31,724
480
$10.2M 0.02%
229,873
+12,758
481
$10.2M 0.02%
16,020
-40
482
$10.2M 0.02%
84,808
+2,007
483
$10M 0.02%
316,974
-299,461
484
$9.94M 0.02%
444,024
-20,552
485
$9.92M 0.02%
253,182
-28,801
486
$9.87M 0.02%
35,501
-4,386
487
$9.83M 0.02%
85,668
-3,748
488
$9.82M 0.02%
133,049
+20,725
489
$9.73M 0.02%
46,964
-3,773
490
$9.72M 0.02%
56,923
-935
491
$9.69M 0.02%
77,507
+3,959
492
$9.67M 0.02%
57,546
+5,534
493
$9.66M 0.02%
98,696
+12,175
494
$9.66M 0.02%
70,449
+68,041
495
$9.6M 0.02%
86,845
+9,960
496
$9.6M 0.02%
252,037
-7,732
497
$9.6M 0.02%
78,474
+342
498
$9.55M 0.02%
496,289
-69,482
499
$9.54M 0.02%
129,703
-10,125
500
$9.5M 0.02%
26,153
-1,647
18 19
20
21 22