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
1026
$2.39M ﹤0.01%
26,821
+4,790
1027
$2.39M ﹤0.01%
37,488
+16,455
1028
$2.39M ﹤0.01%
72,752
-11,102
1029
$2.39M ﹤0.01%
274,285
+50,467
1030
$2.39M ﹤0.01%
21,168
+2,489
1031
$2.38M ﹤0.01%
68,117
-6,380
1032
$2.38M ﹤0.01%
98,167
+31,579
1033
$2.38M ﹤0.01%
271,246
+140,413
1034
$2.37M ﹤0.01%
159,285
+71,634
1035
$2.37M ﹤0.01%
76,325
+47,047
1036
$2.36M ﹤0.01%
35,334
+15,106
1037
$2.34M ﹤0.01%
233,810
+114,823
1038
$2.33M ﹤0.01%
76,980
-6,514
1039
$2.33M ﹤0.01%
31,119
+9,770
1040
$2.33M ﹤0.01%
105,459
-1,835
1041
$2.32M ﹤0.01%
65,205
+1,111
1042
$2.32M ﹤0.01%
27,493
+21,885
1043
$2.32M ﹤0.01%
324,207
+153,123
1044
$2.32M ﹤0.01%
7,298
+202
1045
$2.31M ﹤0.01%
19,014
-569
1046
$2.31M ﹤0.01%
11,430
-2,147
1047
$2.3M ﹤0.01%
115,155
-51,917
1048
$2.3M ﹤0.01%
27,513
+9,811
1049
$2.29M ﹤0.01%
19,314
+4,738
1050
$2.28M ﹤0.01%
68,203
+27,616
40 41
42
43 44