Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
551
$8.18M 0.02%
261,932
+14,409
552
$8.17M 0.02%
177,296
+8,013
553
$8.17M 0.02%
259,047
+58,837
554
$8.14M 0.02%
76,884
-5,692
555
$8.11M 0.02%
16,303
+1,156
556
$8.11M 0.02%
190,955
-4,804
557
$8.1M 0.02%
64,053
-23,457
558
$8.1M 0.02%
35,521
+28,301
559
$8.07M 0.02%
183,509
+27,929
560
$8.05M 0.02%
166,342
-59,630
561
$8.04M 0.02%
47,626
-7,726
562
$8.04M 0.02%
42,248
-2,846
563
$8.04M 0.02%
132,703
+67,495
564
$8.03M 0.02%
62,319
-3,620
565
$8.01M 0.02%
309,077
-36,060
566
$8M 0.02%
151,773
-5,402
567
$7.99M 0.02%
121,073
+75,823
568
$7.97M 0.02%
81,883
+23,359
569
$7.93M 0.02%
631,097
+176
570
$7.92M 0.02%
540,142
+283,156
571
$7.83M 0.02%
271,505
-7,868
572
$7.82M 0.02%
18,630
+7,235
573
$7.79M 0.02%
187,442
-11,495
574
$7.78M 0.02%
132,742
+22,259
575
$7.78M 0.02%
36,664
+15,516
21 22
23
24 25