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
101
$102M 0.21%
403,012
+9,258
102
$101M 0.2%
271,069
+40,140
103
$101M 0.2%
262,672
-21,446
104
$99.7M 0.2%
2,418,447
-67,923
105
$98.1M 0.2%
278,179
+3,311
106
$97.2M 0.2%
294,869
+64,654
107
$97.1M 0.2%
2,009,680
+66,407
108
$97M 0.2%
177,514
+97,213
109
$95.9M 0.19%
1,006,020
+137,423
110
$94.4M 0.19%
568,710
+66,424
111
$93.9M 0.19%
397,567
+12,290
112
$92.4M 0.19%
629,300
-13,428
113
$92.1M 0.19%
1,298,524
+114,098
114
$91.3M 0.19%
1,309,664
+50,373
115
$89.8M 0.18%
584,334
+62,968
116
$89M 0.18%
1,357,137
+191,520
117
$88.6M 0.18%
174,442
-3,929
118
$87.8M 0.18%
1,114,792
+31,281
119
$86.5M 0.18%
3,533,369
+105,539
120
$86.3M 0.17%
285,888
+25,936
121
$86.3M 0.17%
183,894
+72,519
122
$85.4M 0.17%
1,108,183
+27,603
123
$85.2M 0.17%
2,950,734
+101,492
124
$83.9M 0.17%
765,685
+45,938
125
$83M 0.17%
2,839,763
-74,765
3 4
5
6 7