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
1276
$1.39M ﹤0.01%
+45,189
1277
$1.39M ﹤0.01%
12,652
+528
1278
$1.39M ﹤0.01%
12,787
-18,615
1279
$1.39M ﹤0.01%
21,024
+2,016
1280
$1.39M ﹤0.01%
6,564
-918
1281
$1.38M ﹤0.01%
81,180
-1,117
1282
$1.38M ﹤0.01%
20,601
+3,299
1283
$1.38M ﹤0.01%
99,195
+869
1284
$1.38M ﹤0.01%
21,683
+234
1285
$1.38M ﹤0.01%
21,657
+7,929
1286
$1.37M ﹤0.01%
39,336
+35,216
1287
$1.36M ﹤0.01%
59,118
+2,049
1288
$1.36M ﹤0.01%
8,527
-2,498
1289
$1.36M ﹤0.01%
17,569
+93
1290
$1.36M ﹤0.01%
27,314
+23,887
1291
$1.36M ﹤0.01%
21,202
-104
1292
$1.36M ﹤0.01%
17,615
-2,121
1293
$1.35M ﹤0.01%
11,858
-857
1294
$1.35M ﹤0.01%
21,122
-83
1295
$1.35M ﹤0.01%
45,355
+112
1296
$1.34M ﹤0.01%
17,208
+4,089
1297
$1.34M ﹤0.01%
13,778
+2,795
1298
$1.34M ﹤0.01%
40,832
-42,513
1299
$1.34M ﹤0.01%
119,226
-5,645
1300
$1.33M ﹤0.01%
15,023
-1,177
50 51
52
53 54