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
601
$7.18M 0.01%
135,578
+4,063
602
$7.16M 0.01%
42,319
+3,724
603
$7.15M 0.01%
45,217
+13,989
604
$7.14M 0.01%
39,947
+5,451
605
$7.14M 0.01%
93,890
+114
606
$7.1M 0.01%
337,946
-758
607
$7.06M 0.01%
225,836
-16,694
608
$7.03M 0.01%
86,348
+7,462
609
$7.03M 0.01%
58,067
+2,271
610
$7.02M 0.01%
77,495
+329
611
$6.96M 0.01%
59,266
+3,489
612
$6.96M 0.01%
598,501
+90,882
613
$6.93M 0.01%
113,845
+16,243
614
$6.88M 0.01%
134,706
-115,098
615
$6.87M 0.01%
74,887
-14,475
616
$6.79M 0.01%
78,173
-11,744
617
$6.76M 0.01%
178,638
+6,499
618
$6.7M 0.01%
83,444
+13,037
619
$6.65M 0.01%
74,248
+10,249
620
$6.58M 0.01%
19,473
+2,300
621
$6.56M 0.01%
63,261
-30,577
622
$6.56M 0.01%
62,302
-4,432
623
$6.55M 0.01%
134,298
-4,710
624
$6.48M 0.01%
25,073
-6,901
625
$6.46M 0.01%
36,574
+57
23 24
25
26 27