Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
776
$4.38M 0.01%
16,456
+9,277
777
$4.37M 0.01%
15,454
+3,960
778
$4.34M 0.01%
47,636
+9,165
779
$4.32M 0.01%
239,308
+49,820
780
$4.31M 0.01%
39,654
+11,208
781
$4.3M 0.01%
3,643
+242
782
$4.3M 0.01%
269,028
-1,966
783
$4.29M 0.01%
99,972
+321
784
$4.29M 0.01%
45,764
-1,534
785
$4.28M 0.01%
138,098
+30,317
786
$4.28M 0.01%
154,408
-79,067
787
$4.27M 0.01%
26,589
+369
788
$4.27M 0.01%
83,352
-1,452
789
$4.23M 0.01%
68,062
-47,529
790
$4.2M 0.01%
1,557
+3
791
$4.2M 0.01%
73,807
-10,941
792
$4.18M 0.01%
23,875
-1,522
793
$4.18M 0.01%
24,145
+2,225
794
$4.17M 0.01%
206,076
+3,942
795
$4.16M 0.01%
139,702
-1,131
796
$4.14M 0.01%
61,274
+37
797
$4.13M 0.01%
2,241
+673
798
$4.12M 0.01%
88,150
-6,755
799
$4.1M 0.01%
68,408
+45,222
800
$4.09M 0.01%
42,553
+5,481
30 31
32
33 34