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
951
$2.92M 0.01%
65,384
+5,988
952
$2.91M 0.01%
7,609
-42
953
$2.9M 0.01%
60,013
-10,437
954
$2.89M 0.01%
13,023
+243
955
$2.89M 0.01%
72,826
-6,737
956
$2.88M 0.01%
30,127
+2,450
957
$2.86M 0.01%
106,906
-4,129
958
$2.84M 0.01%
41,231
+13,871
959
$2.83M 0.01%
36,800
+17,008
960
$2.82M 0.01%
47,025
-11,898
961
$2.81M 0.01%
16,292
+2,088
962
$2.79M 0.01%
23,793
-28,041
963
$2.79M 0.01%
72,121
+31,077
964
$2.79M 0.01%
37,368
-1,135
965
$2.78M 0.01%
30,101
-34
966
$2.77M 0.01%
132,802
+39,517
967
$2.76M 0.01%
42,647
+14,309
968
$2.76M 0.01%
4,654
+1,452
969
$2.75M 0.01%
27,435
+4,292
970
$2.75M 0.01%
4,743
+1,083
971
$2.75M 0.01%
379
+78
972
$2.74M 0.01%
13,443
+1,033
973
$2.74M 0.01%
19,728
+429
974
$2.73M 0.01%
31,256
-8,726
975
$2.72M 0.01%
15,054
-3,684
37 38
39
40 41