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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$61.7B
AUM Growth
+$5.59B
Cap. Flow
+$1.71B
Cap. Flow %
2.78%
Top 10 Hldgs %
25.83%
Holding
2,898
New
272
Increased
1,366
Reduced
967
Closed
159

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$141M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$99.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$61.6M
2
PG icon
Procter & Gamble
PG
+$60.8M
3
BND icon
Vanguard Total Bond Market
BND
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IDV icon
1176
iShares International Select Dividend ETF
IDV
$8.59B
$2.55M ﹤0.01%
69,848
– –
BC icon
1177
Brunswick
BC
$5.36B
$2.55M ﹤0.01%
40,363
+4,419
+12% +$274K
WY icon
1178
Weyerhaeuser
WY
$17.7B
$2.55M ﹤0.01%
102,894
-33,502
-25% -$857K
EXG icon
1179
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.05B
$2.55M ﹤0.01%
280,010
– –
AEE icon
1180
Ameren
AEE
$30.4B
$2.55M ﹤0.01%
24,405
+1,325
+6% +$132K
SFM icon
1181
Sprouts Farmers Market
SFM
$7.69B
$2.54M ﹤0.01%
23,391
+837
+4% +$122K
WSO icon
1182
Watsco Inc
WSO
$12.9B
$2.54M ﹤0.01%
6,285
-880
-12% -$376K
W icon
1183
Wayfair
W
$13.9B
$2.54M ﹤0.01%
28,439
+19,615
+222% +$1.44M
SAIL
1184
SailPoint Inc
SAIL
$11.1B
$2.53M ﹤0.01%
114,681
+29,872
+35% +$626K
FNB icon
1185
FNB Corp
FNB
$6.93B
$2.53M ﹤0.01%
157,067
+66,192
+73% +$1.05M
EXE
1186
Expand Energy Corp
EXE
$21.9B
$2.51M ﹤0.01%
23,655
+11,730
+98% +$1.18M
NI icon
1187
NiSource
NI
$20.4B
$2.51M ﹤0.01%
57,940
+5,016
+9% +$208K
INFY icon
1188
Infosys
INFY
$49B
$2.5M ﹤0.01%
153,953
-1,324
-0.9% -$22.8K
BWXT icon
1189
BWX Technologies
BWXT
$15.9B
$2.5M ﹤0.01%
13,586
+5,342
+65% +$859K
PEN icon
1190
Penumbra
PEN
$12.9B
$2.5M ﹤0.01%
9,858
-172
-2% -$43.4K
LPLA icon
1191
LPL Financial
LPLA
$29.2B
$2.47M ﹤0.01%
7,433
-2,578
-26% -$934K
SLM icon
1192
SLM Corp
SLM
$5.27B
$2.47M ﹤0.01%
89,308
-13,225
-13% -$413K
AOA icon
1193
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.29B
$2.47M ﹤0.01%
28,047
+80
+0.3% +$6.81K
EPR icon
1194
EPR Properties
EPR
$4.69B
$2.47M ﹤0.01%
42,601
+7,721
+22% +$434K
FICO icon
1195
Fair Isaac
FICO
$23.5B
$2.47M ﹤0.01%
1,651
-478
-22% -$719K
SITE icon
1196
SiteOne Landscape Supply
SITE
$4.3B
$2.45M ﹤0.01%
19,053
-1,080
-5% -$147K
GMED icon
1197
Globus Medical
GMED
$11.5B
$2.45M ﹤0.01%
42,820
-5,686
-12% -$327K
MGC icon
1198
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$2.45M ﹤0.01%
10,043
+79
+0.8% +$18.5K
ON icon
1199
ON Semiconductor
ON
$32.2B
$2.45M ﹤0.01%
49,663
+18,017
+57% +$948K
FNV icon
1200
Franco-Nevada
FNV
$45.2B
$2.44M ﹤0.01%
10,959
-170
-2% -$30.6K
46 47
48
49 50

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Cerity Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cerity Partners held 2,898 positions worth $61.7B, up 10% from $56.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cerity Partners's Q3 2025 filing shows 272 new, 1,366 increased, 967 reduced and 159 closed positions. Its largest new stake was Arista Networks: 306,282 shares worth $43.2M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $61.6M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Cerity Partners's largest Q3 2025 buy was Arista Networks: 306,282 shares worth $43.2M.
  • Cerity Partners added most to NVIDIA in Q3 2025, an estimated $141M increase.
  • Cerity Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $61.6M.
  • Cerity Partners fully exited Ansys in Q3 2025, selling an estimated $8.12M.
  • Cerity Partners's ten largest holdings make up 26% of its $61.7B portfolio in Q3 2025.
  • Cerity Partners opened 272 new positions and closed 159 in Q3 2025.
  • Cerity Partners's portfolio value rose 10% quarter-over-quarter to $61.7B.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.