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
1226
$1.57M ﹤0.01%
10,002
+4,695
1227
$1.57M ﹤0.01%
93,886
-10,395
1228
$1.57M ﹤0.01%
14,671
+2,358
1229
$1.56M ﹤0.01%
172,843
-54,038
1230
$1.55M ﹤0.01%
80,302
-5,313
1231
$1.54M ﹤0.01%
20,852
-784
1232
$1.54M ﹤0.01%
76,356
-3,943
1233
$1.54M ﹤0.01%
9,986
+3,584
1234
$1.54M ﹤0.01%
79,159
+65,499
1235
$1.53M ﹤0.01%
22,466
-6,068
1236
$1.53M ﹤0.01%
10,289
-182
1237
$1.53M ﹤0.01%
13,552
+755
1238
$1.52M ﹤0.01%
75,603
-10,949
1239
$1.51M ﹤0.01%
41,748
+2,991
1240
$1.51M ﹤0.01%
18,605
+1,016
1241
$1.5M ﹤0.01%
61,720
+2,118
1242
$1.5M ﹤0.01%
284,784
+160,386
1243
$1.5M ﹤0.01%
210,884
-16,109
1244
$1.5M ﹤0.01%
19,283
-3,011
1245
$1.5M ﹤0.01%
4,395
-1,210
1246
$1.49M ﹤0.01%
18,543
-662
1247
$1.48M ﹤0.01%
74,110
-7,300
1248
$1.48M ﹤0.01%
34,074
+29,286
1249
$1.48M ﹤0.01%
5,201
+927
1250
$1.48M ﹤0.01%
40,911
+613
48 49
50
51 52