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
1101
$2.09M ﹤0.01%
256,646
+115,987
1102
$2.08M ﹤0.01%
111,422
+2,500
1103
$2.08M ﹤0.01%
78,471
+14,707
1104
$2.08M ﹤0.01%
+83,626
1105
$2.08M ﹤0.01%
155,857
-136,681
1106
$2.07M ﹤0.01%
57,316
-879
1107
$2.07M ﹤0.01%
106,686
+2,976
1108
$2.07M ﹤0.01%
185,319
+51,872
1109
$2.06M ﹤0.01%
4,540
-342
1110
$2.06M ﹤0.01%
25,951
+661
1111
$2.06M ﹤0.01%
10,217
+81
1112
$2.06M ﹤0.01%
39,469
+16,587
1113
$2.05M ﹤0.01%
134,824
+5,214
1114
$2.05M ﹤0.01%
84,184
+19,706
1115
$2.04M ﹤0.01%
41,788
-1,421
1116
$2.04M ﹤0.01%
+54,187
1117
$2.04M ﹤0.01%
67,309
+55,863
1118
$2.03M ﹤0.01%
50,836
+24,075
1119
$2.03M ﹤0.01%
9,253
-5,645
1120
$2.02M ﹤0.01%
329,201
+6,611
1121
$2.02M ﹤0.01%
12,706
+469
1122
$2.02M ﹤0.01%
8,946
+4,280
1123
$2M ﹤0.01%
51,211
+11,182
1124
$2M ﹤0.01%
31,723
+5,049
1125
$1.99M ﹤0.01%
40,888
+34,296
43 44
45
46 47