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
1126
$1.99M ﹤0.01%
142,000
-300
1127
$1.99M ﹤0.01%
57,148
+18,988
1128
$1.98M ﹤0.01%
63,157
+12,224
1129
$1.98M ﹤0.01%
65,301
-2,091
1130
$1.97M ﹤0.01%
21,221
-3,437
1131
$1.96M ﹤0.01%
63,097
+12,564
1132
$1.96M ﹤0.01%
5,864
+6
1133
$1.95M ﹤0.01%
10,701
+2,810
1134
$1.95M ﹤0.01%
27,189
+24,133
1135
$1.94M ﹤0.01%
33,946
+275
1136
$1.94M ﹤0.01%
4,880
+18
1137
$1.94M ﹤0.01%
78,307
+29,104
1138
$1.94M ﹤0.01%
50,535
-9,107
1139
$1.93M ﹤0.01%
33,520
-588
1140
$1.92M ﹤0.01%
50,062
+498
1141
$1.92M ﹤0.01%
53,540
+4,878
1142
$1.92M ﹤0.01%
53,478
+5,522
1143
$1.91M ﹤0.01%
18,928
-1,575
1144
$1.91M ﹤0.01%
18,381
+1,458
1145
$1.91M ﹤0.01%
71,874
+33,432
1146
$1.91M ﹤0.01%
8,830
+882
1147
$1.91M ﹤0.01%
20,005
-4,149
1148
$1.9M ﹤0.01%
48,512
+18,300
1149
$1.9M ﹤0.01%
114,018
-2,648
1150
$1.9M ﹤0.01%
39,955
+24,547
44 45
46
47 48