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
501
$9.45M 0.02%
81,682
-4,708
502
$9.43M 0.02%
186,211
-23,957
503
$9.35M 0.02%
97,945
+6,498
504
$9.35M 0.02%
63,499
+7,451
505
$9.35M 0.02%
317,634
+43,204
506
$9.32M 0.02%
249,261
+53,904
507
$9.26M 0.02%
168,032
-25,096
508
$9.23M 0.02%
76,729
+3,124
509
$9.21M 0.02%
74,427
+3,680
510
$9.19M 0.02%
190,185
-12,159
511
$9.15M 0.02%
295,357
-3,311
512
$9.14M 0.02%
89,507
-1,176
513
$9.12M 0.02%
6,594
+522
514
$9.09M 0.02%
62,230
-13,226
515
$9.08M 0.02%
111,507
+10,696
516
$9.06M 0.02%
113,059
+46,459
517
$9.04M 0.02%
80,701
-271
518
$9M 0.02%
90,736
+51,032
519
$8.96M 0.02%
156,787
+24,456
520
$8.94M 0.02%
226,838
+7,780
521
$8.94M 0.02%
108,609
+8,442
522
$8.93M 0.02%
31,550
+8,414
523
$8.91M 0.02%
35,941
+5,722
524
$8.91M 0.02%
4,765
+561
525
$8.89M 0.02%
244,436
+86
19 20
21
22 23