Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
1176
$1.75M ﹤0.01%
19,235
-9,861
1177
$1.75M ﹤0.01%
21,754
+7,111
1178
$1.74M ﹤0.01%
48,179
-1
1179
$1.74M ﹤0.01%
51,734
-52
1180
$1.73M ﹤0.01%
30,645
-1,519
1181
$1.73M ﹤0.01%
53,954
+25,716
1182
$1.72M ﹤0.01%
16,972
-1,294
1183
$1.72M ﹤0.01%
16,762
-2,511
1184
$1.71M ﹤0.01%
17,797
+250
1185
$1.71M ﹤0.01%
19,023
+2,450
1186
$1.71M ﹤0.01%
21,985
-797
1187
$1.71M ﹤0.01%
29,520
-4,771
1188
$1.71M ﹤0.01%
2,940
-1,410
1189
$1.7M ﹤0.01%
10,812
+8,623
1190
$1.69M ﹤0.01%
38,327
-22,554
1191
$1.69M ﹤0.01%
6,323
-3,491
1192
$1.69M ﹤0.01%
+27,337
1193
$1.68M ﹤0.01%
16,883
+13,728
1194
$1.68M ﹤0.01%
3,455
-7,186
1195
$1.68M ﹤0.01%
74,522
+30,791
1196
$1.68M ﹤0.01%
25,181
+10,586
1197
$1.68M ﹤0.01%
41,214
-62
1198
$1.67M ﹤0.01%
6,872
-607
1199
$1.67M ﹤0.01%
17,210
1200
$1.67M ﹤0.01%
9,518
-156
46 47
48
49 50