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
826
$3.88M 0.01%
78,520
-2,372
827
$3.88M 0.01%
65,389
-1,638
828
$3.86M 0.01%
16,943
-3,083
829
$3.85M 0.01%
313,905
+92,390
830
$3.85M 0.01%
106,416
+3,546
831
$3.83M 0.01%
13,290
+1,547
832
$3.83M 0.01%
85,895
+40,329
833
$3.83M 0.01%
46,835
-908
834
$3.8M 0.01%
38,491
+7,726
835
$3.79M 0.01%
115,412
+50,603
836
$3.77M 0.01%
+67,811
837
$3.76M 0.01%
238,335
+224,059
838
$3.76M 0.01%
58,216
839
$3.75M 0.01%
23,954
-1,556
840
$3.74M 0.01%
42,560
-2,556
841
$3.72M 0.01%
45,120
-5,710
842
$3.71M 0.01%
61,446
+12,494
843
$3.71M 0.01%
42,436
+3,029
844
$3.7M 0.01%
108,226
-84,094
845
$3.69M 0.01%
33,361
-8,376
846
$3.68M 0.01%
28,577
+1,211
847
$3.66M 0.01%
35,033
-1,852
848
$3.65M 0.01%
1,896
+48
849
$3.64M 0.01%
35,437
-10,848
850
$3.63M 0.01%
86,431
+10,388
32 33
34
35 36