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
576
$7.78M 0.02%
47,577
+14,698
577
$7.77M 0.02%
60,143
+5,170
578
$7.75M 0.02%
136,539
+127,630
579
$7.72M 0.02%
284,115
+1,265
580
$7.66M 0.02%
54,535
+2,664
581
$7.66M 0.02%
61,160
+14,512
582
$7.64M 0.02%
186,475
-193,260
583
$7.59M 0.02%
68,292
-9,223
584
$7.58M 0.02%
75,764
+1,641
585
$7.57M 0.02%
98,900
+11,211
586
$7.54M 0.02%
146,876
+52,281
587
$7.5M 0.02%
74,928
-7,685
588
$7.46M 0.02%
168,107
-8,493
589
$7.42M 0.02%
149,200
-74,507
590
$7.34M 0.01%
108,387
+20,497
591
$7.3M 0.01%
33,193
+1,189
592
$7.28M 0.01%
42,146
+15,230
593
$7.27M 0.01%
179,984
-6,241
594
$7.27M 0.01%
144,255
+36,181
595
$7.26M 0.01%
86,535
+25,600
596
$7.26M 0.01%
86,876
+10,512
597
$7.24M 0.01%
35,258
+5,523
598
$7.24M 0.01%
468,210
+148,480
599
$7.23M 0.01%
16,525
-791
600
$7.2M 0.01%
45,035
-5,319
22 23
24
25 26