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
876
$3.43M 0.01%
72,973
+17,973
877
$3.42M 0.01%
135,764
+6,574
878
$3.42M 0.01%
9,340
+2,222
879
$3.42M 0.01%
16,464
+4,864
880
$3.42M 0.01%
15,115
-315
881
$3.42M 0.01%
50,405
-769
882
$3.41M 0.01%
66,823
-8,428
883
$3.41M 0.01%
74,711
+7,522
884
$3.41M 0.01%
184,522
-1,363
885
$3.4M 0.01%
78,019
+6,743
886
$3.4M 0.01%
102,373
+85,877
887
$3.4M 0.01%
457,015
-21,433
888
$3.39M 0.01%
25,946
-13,806
889
$3.38M 0.01%
197,042
+4,390
890
$3.37M 0.01%
135,088
+1,548
891
$3.36M 0.01%
51,647
+14,485
892
$3.36M 0.01%
64,554
+5,274
893
$3.35M 0.01%
18,794
-423
894
$3.34M 0.01%
77,664
-1,382
895
$3.34M 0.01%
40,817
-10,028
896
$3.33M 0.01%
10,339
+112
897
$3.32M 0.01%
28,894
-53
898
$3.31M 0.01%
69,802
+9,565
899
$3.3M 0.01%
91,910
+4,507
900
$3.28M 0.01%
39,547
-12,916
34 35
36
37 38