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
651
$6.2M 0.01%
85,764
+27,314
652
$6.2M 0.01%
167,915
+94,031
653
$6.2M 0.01%
145,475
+8,725
654
$6.19M 0.01%
65,765
+23,983
655
$6.18M 0.01%
147,743
+9,051
656
$6.17M 0.01%
43,035
-1,619
657
$6.16M 0.01%
152,125
-9,242
658
$6.13M 0.01%
49,275
+1,136
659
$6.12M 0.01%
184,242
+54,104
660
$6.11M 0.01%
232,329
-3,043
661
$6.08M 0.01%
98,751
+38,633
662
$6.04M 0.01%
308,499
+68,843
663
$6.02M 0.01%
32,959
+4,079
664
$6.01M 0.01%
139,237
-6,909
665
$6M 0.01%
84,832
+56,897
666
$5.95M 0.01%
60,272
+1,236
667
$5.93M 0.01%
16,087
-396
668
$5.93M 0.01%
35,828
+6,253
669
$5.92M 0.01%
1,073,626
+508,286
670
$5.85M 0.01%
182,932
-2,002
671
$5.84M 0.01%
35,142
-247
672
$5.81M 0.01%
44,523
+18,091
673
$5.79M 0.01%
49,520
-19,379
674
$5.79M 0.01%
562,785
-21,379
675
$5.76M 0.01%
28,718
+1,209
25 26
27
28 29