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
1326
$1.24M ﹤0.01%
17,707
+3,324
1327
$1.23M ﹤0.01%
+30,833
1328
$1.23M ﹤0.01%
8,907
-7,915
1329
$1.22M ﹤0.01%
85,277
-100
1330
$1.22M ﹤0.01%
349,713
+42,542
1331
$1.22M ﹤0.01%
84,100
+536
1332
$1.21M ﹤0.01%
26,915
+5,422
1333
$1.21M ﹤0.01%
19,194
+13,445
1334
$1.21M ﹤0.01%
18,022
-2,490
1335
$1.21M ﹤0.01%
81,784
+48,073
1336
$1.21M ﹤0.01%
2,882
+1,496
1337
$1.21M ﹤0.01%
3,710
+262
1338
$1.21M ﹤0.01%
33,180
+18,150
1339
$1.21M ﹤0.01%
104,603
+5,015
1340
$1.2M ﹤0.01%
9,145
-1,008
1341
$1.2M ﹤0.01%
11,922
+6,445
1342
$1.2M ﹤0.01%
27,289
-43,415
1343
$1.2M ﹤0.01%
28,233
-184,900
1344
$1.2M ﹤0.01%
22,540
+15,559
1345
$1.2M ﹤0.01%
290,861
-6,632
1346
$1.2M ﹤0.01%
47,391
+14,109
1347
$1.19M ﹤0.01%
10,137
-3,767
1348
$1.19M ﹤0.01%
54,444
+7,777
1349
$1.19M ﹤0.01%
50,220
-4,314
1350
$1.19M ﹤0.01%
16,514
+2,510
52 53
54
55 56