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
1301
$1.33M ﹤0.01%
21,786
-3,485
1302
$1.32M ﹤0.01%
37,591
1303
$1.32M ﹤0.01%
13,368
-3,709
1304
$1.32M ﹤0.01%
25,443
+10,367
1305
$1.31M ﹤0.01%
237,653
-37,556
1306
$1.31M ﹤0.01%
51,200
+820
1307
$1.31M ﹤0.01%
4,262
+164
1308
$1.3M ﹤0.01%
17,541
+5,270
1309
$1.3M ﹤0.01%
23,162
-38,983
1310
$1.3M ﹤0.01%
83,643
+40,404
1311
$1.29M ﹤0.01%
61,061
-1,591
1312
$1.29M ﹤0.01%
+63,335
1313
$1.29M ﹤0.01%
32,576
-3,410
1314
$1.29M ﹤0.01%
73,880
-506
1315
$1.29M ﹤0.01%
28,519
+1,845
1316
$1.28M ﹤0.01%
15,815
-4,164
1317
$1.28M ﹤0.01%
18,551
-162
1318
$1.27M ﹤0.01%
12,891
-68,374
1319
$1.26M ﹤0.01%
83,686
-9,638
1320
$1.25M ﹤0.01%
13,218
-29
1321
$1.25M ﹤0.01%
40,449
+3,341
1322
$1.24M ﹤0.01%
165,747
+106,588
1323
$1.24M ﹤0.01%
8,955
-328
1324
$1.24M ﹤0.01%
5,595
-380
1325
$1.24M ﹤0.01%
198,885
+64,109
51 52
53
54 55