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
1376
$1.12M ﹤0.01%
179,863
+82,513
1377
$1.11M ﹤0.01%
23,585
-4,558
1378
$1.11M ﹤0.01%
23,417
+8,776
1379
$1.11M ﹤0.01%
30,869
+6,212
1380
$1.11M ﹤0.01%
48,603
+9,015
1381
$1.11M ﹤0.01%
41,068
+2,889
1382
$1.11M ﹤0.01%
196,246
+112,865
1383
$1.11M ﹤0.01%
29,500
1384
$1.1M ﹤0.01%
101,306
+85,130
1385
$1.1M ﹤0.01%
18,678
-18,161
1386
$1.09M ﹤0.01%
26,565
+6,611
1387
$1.09M ﹤0.01%
46,083
+12,990
1388
$1.09M ﹤0.01%
3,266
-1,862
1389
$1.08M ﹤0.01%
30,712
-773
1390
$1.08M ﹤0.01%
21,264
+3,033
1391
$1.08M ﹤0.01%
145,455
+74,818
1392
$1.07M ﹤0.01%
8,327
-162
1393
$1.07M ﹤0.01%
11,195
+7,644
1394
$1.06M ﹤0.01%
84,332
+8,779
1395
$1.05M ﹤0.01%
8,274
+1,570
1396
$1.05M ﹤0.01%
18,251
+1,399
1397
$1.05M ﹤0.01%
4,370
-6,960
1398
$1.05M ﹤0.01%
33,532
-32,503
1399
$1.05M ﹤0.01%
90,294
1400
$1.04M ﹤0.01%
25,387
+2,479
54 55
56
57 58