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
1351
$1.19M ﹤0.01%
73,073
+63,041
1352
$1.18M ﹤0.01%
66,781
+23,045
1353
$1.17M ﹤0.01%
9,068
-216
1354
$1.17M ﹤0.01%
10,708
-1,096
1355
$1.16M ﹤0.01%
12,197
+1,281
1356
$1.16M ﹤0.01%
6,069
-16
1357
$1.16M ﹤0.01%
22,089
+1,360
1358
$1.16M ﹤0.01%
14,843
+1,082
1359
$1.16M ﹤0.01%
74,033
+17,127
1360
$1.16M ﹤0.01%
33,800
+17,694
1361
$1.15M ﹤0.01%
51,044
+16,018
1362
$1.14M ﹤0.01%
11,709
+1,323
1363
$1.14M ﹤0.01%
100,150
-394
1364
$1.14M ﹤0.01%
4,329
-2,920
1365
$1.14M ﹤0.01%
19,559
-452
1366
$1.13M ﹤0.01%
97,827
-40
1367
$1.13M ﹤0.01%
20,677
+8,560
1368
$1.13M ﹤0.01%
13,109
-616
1369
$1.13M ﹤0.01%
17,305
-4,297
1370
$1.12M ﹤0.01%
51,970
-1,835
1371
$1.12M ﹤0.01%
7,563
+783
1372
$1.12M ﹤0.01%
16,352
+1,200
1373
$1.12M ﹤0.01%
36,884
-13,176
1374
$1.12M ﹤0.01%
16,195
-665
1375
$1.12M ﹤0.01%
23,879
+8,059
53 54
55
56 57