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
726
$5.05M 0.01%
36,529
+7,634
727
$5.04M 0.01%
139,000
-157,924
728
$5.03M 0.01%
72,106
+35,688
729
$5M 0.01%
221,054
+48,958
730
$4.99M 0.01%
102,292
-2,839
731
$4.97M 0.01%
77,913
+63
732
$4.97M 0.01%
39,128
+14,729
733
$4.96M 0.01%
68,670
+20,048
734
$4.95M 0.01%
130,699
+3,539
735
$4.94M 0.01%
320,077
+3,537
736
$4.94M 0.01%
43,793
+4,757
737
$4.93M 0.01%
356,393
+307,162
738
$4.9M 0.01%
100,921
+29,258
739
$4.89M 0.01%
44,415
+171
740
$4.89M 0.01%
26,544
+2,367
741
$4.85M 0.01%
138,919
-16,556
742
$4.81M 0.01%
76,792
+62,192
743
$4.8M 0.01%
142,909
+58,283
744
$4.79M 0.01%
153,846
+136,487
745
$4.78M 0.01%
18,785
+1,987
746
$4.76M 0.01%
34,546
-374
747
$4.75M 0.01%
69,601
+2,711
748
$4.74M 0.01%
12,825
+497
749
$4.72M 0.01%
25,121
+7,627
750
$4.71M 0.01%
37,949
+4,744
28 29
30
31 32