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
1251
$1.48M ﹤0.01%
61,821
+49,904
1252
$1.47M ﹤0.01%
20,447
-9,057
1253
$1.47M ﹤0.01%
24,507
+3,311
1254
$1.46M ﹤0.01%
42,211
+346
1255
$1.46M ﹤0.01%
45,035
-7,414
1256
$1.46M ﹤0.01%
76,005
+18,529
1257
$1.45M ﹤0.01%
33,598
+6,508
1258
$1.45M ﹤0.01%
15,731
+9,788
1259
$1.45M ﹤0.01%
16,669
-408
1260
$1.45M ﹤0.01%
27,450
+2,912
1261
$1.45M ﹤0.01%
16,157
+4,271
1262
$1.44M ﹤0.01%
17,113
+1,054
1263
$1.44M ﹤0.01%
57,806
-2,863
1264
$1.43M ﹤0.01%
31,056
-625
1265
$1.43M ﹤0.01%
48,310
-3,072
1266
$1.43M ﹤0.01%
9,932
-1,511
1267
$1.43M ﹤0.01%
29,482
+7,901
1268
$1.43M ﹤0.01%
17,198
-17,220
1269
$1.43M ﹤0.01%
24,889
+1,022
1270
$1.42M ﹤0.01%
10,489
-10,452
1271
$1.41M ﹤0.01%
69,400
1272
$1.41M ﹤0.01%
148,300
+2,726
1273
$1.4M ﹤0.01%
52,505
+24,857
1274
$1.4M ﹤0.01%
20,475
+8,215
1275
$1.4M ﹤0.01%
+62,812
49 50
51
52 53