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
851
$3.63M 0.01%
236,094
+66,512
852
$3.63M 0.01%
83,458
+22,868
853
$3.62M 0.01%
58,854
-2,846
854
$3.62M 0.01%
198,231
+95,880
855
$3.61M 0.01%
50,170
+2,266
856
$3.61M 0.01%
47,466
+1,294
857
$3.58M 0.01%
15,025
+83
858
$3.57M 0.01%
36,166
-5,134
859
$3.55M 0.01%
15,866
-723
860
$3.55M 0.01%
103,698
-34,332
861
$3.55M 0.01%
23,156
-283
862
$3.52M 0.01%
22,030
+1,629
863
$3.52M 0.01%
55,915
+6,355
864
$3.51M 0.01%
30,088
+5,835
865
$3.51M 0.01%
37,201
-2,916
866
$3.49M 0.01%
113,136
867
$3.49M 0.01%
14,329
-1,746
868
$3.46M 0.01%
86,774
+2,070
869
$3.46M 0.01%
37,621
+6,728
870
$3.45M 0.01%
70,555
+5,251
871
$3.45M 0.01%
28,585
+4,060
872
$3.44M 0.01%
102,280
-4,997
873
$3.43M 0.01%
100,379
-9,228
874
$3.43M 0.01%
64,224
+29,685
875
$3.43M 0.01%
171,124
+12,767
33 34
35
36 37