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
1001
$2.54M 0.01%
192,217
+88,628
1002
$2.53M 0.01%
47,197
-4
1003
$2.52M 0.01%
46,620
+18,149
1004
$2.51M 0.01%
14,987
+1,437
1005
$2.51M 0.01%
15,671
+6,361
1006
$2.51M 0.01%
20,977
+859
1007
$2.5M 0.01%
242,905
-24,800
1008
$2.5M 0.01%
127,711
+67,357
1009
$2.49M 0.01%
92,625
-1,483
1010
$2.49M 0.01%
27,646
-9,103
1011
$2.48M 0.01%
29,165
-2,119
1012
$2.47M 0.01%
57,334
-130
1013
$2.47M 0.01%
154,003
+66,621
1014
$2.46M 0.01%
126,555
+22,852
1015
$2.45M 0.01%
52,579
+3,545
1016
$2.44M 0.01%
90,084
+34,881
1017
$2.44M ﹤0.01%
40,241
+2,313
1018
$2.43M ﹤0.01%
82,654
+14,531
1019
$2.43M ﹤0.01%
143,467
+92,587
1020
$2.42M ﹤0.01%
165,488
-29,780
1021
$2.42M ﹤0.01%
45,389
-2,516
1022
$2.41M ﹤0.01%
79,559
+44,414
1023
$2.4M ﹤0.01%
97,729
1024
$2.4M ﹤0.01%
31,438
+13,180
1025
$2.4M ﹤0.01%
7,240
-348
39 40
41
42 43