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
901
$3.28M 0.01%
87,844
+41,565
902
$3.28M 0.01%
17,492
+1,765
903
$3.27M 0.01%
18,127
+938
904
$3.26M 0.01%
27,658
-3,523
905
$3.26M 0.01%
176,961
+15,260
906
$3.24M 0.01%
374,966
+128,669
907
$3.22M 0.01%
26,752
+7,491
908
$3.22M 0.01%
62,520
-89,187
909
$3.21M 0.01%
134,734
+27,514
910
$3.19M 0.01%
51,687
-4,877
911
$3.18M 0.01%
43,703
+3,396
912
$3.18M 0.01%
90,808
+62,644
913
$3.17M 0.01%
39,559
-1,055
914
$3.17M 0.01%
21,271
+16,112
915
$3.17M 0.01%
73,074
-420
916
$3.17M 0.01%
40,013
-4,759
917
$3.17M 0.01%
125,311
+1,230
918
$3.17M 0.01%
110,479
-37,848
919
$3.16M 0.01%
50,308
+16,472
920
$3.15M 0.01%
20,031
-2,699
921
$3.14M 0.01%
131,571
+25,167
922
$3.13M 0.01%
12,647
-2,190
923
$3.13M 0.01%
42,703
-769
924
$3.11M 0.01%
29,746
-926
925
$3.11M 0.01%
79,367
+39,734
35 36
37
38 39