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
1051
$2.27M ﹤0.01%
30,443
-10,910
1052
$2.27M ﹤0.01%
449,073
+238,509
1053
$2.27M ﹤0.01%
1,223
-51
1054
$2.26M ﹤0.01%
253,843
+82,425
1055
$2.25M ﹤0.01%
37,150
-5,535
1056
$2.25M ﹤0.01%
10,300
-158
1057
$2.25M ﹤0.01%
82,586
+9,648
1058
$2.25M ﹤0.01%
35,079
+23,331
1059
$2.24M ﹤0.01%
24,847
+445
1060
$2.24M ﹤0.01%
37,948
-66,521
1061
$2.24M ﹤0.01%
36,404
-122,197
1062
$2.24M ﹤0.01%
72,523
-3,263
1063
$2.24M ﹤0.01%
12,696
+358
1064
$2.23M ﹤0.01%
7,243
-4,345
1065
$2.23M ﹤0.01%
19,157
+7,471
1066
$2.23M ﹤0.01%
40,770
-34,353
1067
$2.23M ﹤0.01%
69,751
-15,302
1068
$2.22M ﹤0.01%
12,153
+1,381
1069
$2.22M ﹤0.01%
53,537
+4,039
1070
$2.21M ﹤0.01%
31,400
+4,721
1071
$2.21M ﹤0.01%
44,301
+14,121
1072
$2.2M ﹤0.01%
84,140
-5,240
1073
$2.2M ﹤0.01%
69,018
+5,754
1074
$2.2M ﹤0.01%
36,500
-247
1075
$2.19M ﹤0.01%
28,050
+1,726
41 42
43
44 45