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
701
$5.47M 0.01%
77,939
+2,234
702
$5.47M 0.01%
815,834
+202,809
703
$5.47M 0.01%
37,816
+8,356
704
$5.44M 0.01%
23,332
+9,923
705
$5.44M 0.01%
59,724
-449
706
$5.43M 0.01%
65,079
+7,392
707
$5.39M 0.01%
117,313
+44,775
708
$5.38M 0.01%
172,708
+55,881
709
$5.3M 0.01%
173,036
+81,214
710
$5.29M 0.01%
26,504
+1,098
711
$5.28M 0.01%
19,506
+18,138
712
$5.26M 0.01%
35,451
+19,862
713
$5.25M 0.01%
36,385
-6,231
714
$5.24M 0.01%
95,441
-20,196
715
$5.18M 0.01%
630,684
+434,434
716
$5.18M 0.01%
33,349
+15,648
717
$5.17M 0.01%
264,669
+64,377
718
$5.16M 0.01%
112,747
-2,085
719
$5.14M 0.01%
13,951
+7,989
720
$5.1M 0.01%
48,662
+2,436
721
$5.09M 0.01%
76,248
+794
722
$5.07M 0.01%
52,981
-1,359
723
$5.07M 0.01%
50,582
+19,424
724
$5.07M 0.01%
118,462
+51,213
725
$5.07M 0.01%
769,112
-22,875
27 28
29
30 31