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
1076
$2.19M ﹤0.01%
8,201
+2,202
1077
$2.19M ﹤0.01%
113,654
+440
1078
$2.19M ﹤0.01%
52,784
+30,992
1079
$2.19M ﹤0.01%
40,074
-16,344
1080
$2.18M ﹤0.01%
65,800
-8,131
1081
$2.18M ﹤0.01%
24,489
+20,714
1082
$2.18M ﹤0.01%
21,136
+15,299
1083
$2.17M ﹤0.01%
4,132
-4,925
1084
$2.17M ﹤0.01%
53,082
+10,906
1085
$2.17M ﹤0.01%
33,033
+6,374
1086
$2.17M ﹤0.01%
55,004
+483
1087
$2.17M ﹤0.01%
5,646
+1,823
1088
$2.16M ﹤0.01%
+73,774
1089
$2.16M ﹤0.01%
59,300
+25,763
1090
$2.16M ﹤0.01%
39,441
-7,388
1091
$2.16M ﹤0.01%
39,935
+8,117
1092
$2.14M ﹤0.01%
16,981
-6,648
1093
$2.14M ﹤0.01%
70,661
+157
1094
$2.14M ﹤0.01%
27,909
+105
1095
$2.13M ﹤0.01%
179,287
+55,399
1096
$2.12M ﹤0.01%
22,879
+5,115
1097
$2.12M ﹤0.01%
454,853
+179,119
1098
$2.12M ﹤0.01%
34,437
-11,791
1099
$2.11M ﹤0.01%
36,460
+5,472
1100
$2.1M ﹤0.01%
83,241
+533
42 43
44
45 46