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
976
$2.72M 0.01%
182,195
+116,607
977
$2.72M 0.01%
25,598
+17,183
978
$2.71M 0.01%
61,242
+79
979
$2.7M 0.01%
251,582
+5,377
980
$2.7M 0.01%
20,446
-20,997
981
$2.69M 0.01%
10,232
+2,284
982
$2.67M 0.01%
23,882
-1,152
983
$2.66M 0.01%
136,786
+44,002
984
$2.65M 0.01%
25,022
-8,009
985
$2.65M 0.01%
27,087
-2,789
986
$2.64M 0.01%
278,050
+353
987
$2.64M 0.01%
691,684
+65,225
988
$2.64M 0.01%
26,309
+6,062
989
$2.64M 0.01%
46,684
-11,600
990
$2.62M 0.01%
36,552
+2,112
991
$2.62M 0.01%
35,612
+1,051
992
$2.62M 0.01%
26,230
+14,806
993
$2.62M 0.01%
219,648
+104,886
994
$2.62M 0.01%
22,512
-1,216
995
$2.61M 0.01%
39,815
+4,402
996
$2.6M 0.01%
34,681
+8,536
997
$2.59M 0.01%
34,560
-3,688
998
$2.56M 0.01%
22,765
-1,531
999
$2.56M 0.01%
86,448
-893
1000
$2.55M 0.01%
26,434
-7,626
38 39
40
41 42