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
676
$5.75M 0.01%
17,841
+365
677
$5.75M 0.01%
29,189
+2,791
678
$5.74M 0.01%
87,492
+19,724
679
$5.74M 0.01%
98,384
-2,337
680
$5.73M 0.01%
52,069
+1,041
681
$5.72M 0.01%
40,486
+1,389
682
$5.71M 0.01%
130,955
-141,274
683
$5.71M 0.01%
103,568
+18,059
684
$5.7M 0.01%
23,519
+61
685
$5.68M 0.01%
66,438
-44,065
686
$5.67M 0.01%
109,230
+801
687
$5.67M 0.01%
97,764
+10,635
688
$5.63M 0.01%
70,053
+590
689
$5.6M 0.01%
81,359
+17,265
690
$5.57M 0.01%
9,754
+3,185
691
$5.57M 0.01%
123,339
-717
692
$5.56M 0.01%
159,221
+23,735
693
$5.56M 0.01%
42,174
+6,339
694
$5.55M 0.01%
20,960
+3,300
695
$5.54M 0.01%
116,378
-7,514
696
$5.53M 0.01%
177,211
+160,044
697
$5.52M 0.01%
40,368
+18,277
698
$5.5M 0.01%
95,768
+17,321
699
$5.5M 0.01%
56,425
-11,830
700
$5.49M 0.01%
29,300
+6,794
26 27
28
29 30