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
1151
$1.89M ﹤0.01%
31,841
+18,813
1152
$1.89M ﹤0.01%
9,125
+763
1153
$1.89M ﹤0.01%
29,674
1154
$1.88M ﹤0.01%
71,975
-4,568
1155
$1.88M ﹤0.01%
12,567
-3,707
1156
$1.88M ﹤0.01%
35,332
-5,838
1157
$1.88M ﹤0.01%
49,120
+9,111
1158
$1.87M ﹤0.01%
31,084
-19,568
1159
$1.87M ﹤0.01%
10,736
+2,687
1160
$1.86M ﹤0.01%
24,381
+1,546
1161
$1.85M ﹤0.01%
28,085
-2,749
1162
$1.85M ﹤0.01%
69,342
+863
1163
$1.85M ﹤0.01%
9,463
-435
1164
$1.84M ﹤0.01%
43,901
+16,009
1165
$1.83M ﹤0.01%
32,559
+17,103
1166
$1.82M ﹤0.01%
58,710
+2,093
1167
$1.81M ﹤0.01%
18,211
+839
1168
$1.8M ﹤0.01%
20,171
+341
1169
$1.79M ﹤0.01%
60,191
-55,188
1170
$1.79M ﹤0.01%
7,236
-1,538
1171
$1.78M ﹤0.01%
69,121
-500
1172
$1.78M ﹤0.01%
56,315
+33,719
1173
$1.78M ﹤0.01%
66,503
-37,792
1174
$1.77M ﹤0.01%
94,522
-3,001
1175
$1.75M ﹤0.01%
33,403
-8,613
45 46
47
48 49