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
926
$3.11M 0.01%
41,748
-11,908
927
$3.09M 0.01%
20,900
+6,823
928
$3.09M 0.01%
77,013
-36,101
929
$3.05M 0.01%
62,052
+11,243
930
$3.05M 0.01%
43,316
-98,079
931
$3.05M 0.01%
143,450
-97,836
932
$3.04M 0.01%
19,945
-6,724
933
$3.04M 0.01%
32,524
-3,061
934
$3.04M 0.01%
26,743
+9,948
935
$3.02M 0.01%
39,122
+536
936
$3.02M 0.01%
20,344
-1,132
937
$3.01M 0.01%
18,923
+10,402
938
$3.01M 0.01%
37,873
+3,250
939
$3M 0.01%
157,997
-3,771
940
$2.99M 0.01%
166,000
+551
941
$2.97M 0.01%
117,825
+12,406
942
$2.97M 0.01%
970,796
+376,892
943
$2.97M 0.01%
56,693
-4,040
944
$2.96M 0.01%
45,928
-20,168
945
$2.95M 0.01%
20,924
+4,165
946
$2.94M 0.01%
50,867
+96
947
$2.94M 0.01%
88,514
+60,815
948
$2.93M 0.01%
34,782
+5,603
949
$2.93M 0.01%
34,070
+1,234
950
$2.92M 0.01%
22,382
+3,179
36 37
38
39 40