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
626
$6.45M 0.01%
15,374
-590
627
$6.44M 0.01%
355,980
-11,000
628
$6.44M 0.01%
64,697
+5,370
629
$6.44M 0.01%
67,279
-12,892
630
$6.43M 0.01%
153,962
-7,004
631
$6.43M 0.01%
78,681
+23,490
632
$6.4M 0.01%
176,379
+8,562
633
$6.4M 0.01%
110,123
-232,902
634
$6.38M 0.01%
19,372
+7,774
635
$6.37M 0.01%
43,100
+7,773
636
$6.36M 0.01%
103,724
+397
637
$6.35M 0.01%
68,665
+19,904
638
$6.31M 0.01%
29,928
+3,211
639
$6.31M 0.01%
55,307
+3,964
640
$6.31M 0.01%
66,539
-48,475
641
$6.3M 0.01%
49,734
-1,952
642
$6.3M 0.01%
65,084
-4,242
643
$6.28M 0.01%
163,440
-53,271
644
$6.28M 0.01%
49,067
-1,887
645
$6.24M 0.01%
121,132
+138
646
$6.24M 0.01%
335,749
+27,162
647
$6.23M 0.01%
18,487
+1,745
648
$6.23M 0.01%
782,487
+210,802
649
$6.21M 0.01%
606,802
+25,466
650
$6.21M 0.01%
59,555
-2,630
24 25
26
27 28