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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$61.7B
AUM Growth
+$5.59B
Cap. Flow
+$1.71B
Cap. Flow %
2.78%
Top 10 Hldgs %
25.83%
Holding
2,898
New
272
Increased
1,366
Reduced
967
Closed
159

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$141M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$99.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$61.6M
2
PG icon
Procter & Gamble
PG
+$60.8M
3
BND icon
Vanguard Total Bond Market
BND
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AHR icon
1376
American Healthcare REIT
AHR
$10.5B
$1.65M ﹤0.01%
39,354
+11,410
+41% +$459K
EQH icon
1377
Equitable Holdings
EQH
$14.5B
$1.65M ﹤0.01%
32,466
-5,102
-14% -$270K
TDC icon
1378
Teradata
TDC
$2.57B
$1.64M ﹤0.01%
76,472
+7,032
+10% +$151K
DXJ icon
1379
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
$1.64M ﹤0.01%
12,824
+136
+1% +$16.7K
BAP icon
1380
Credicorp
BAP
$30.7B
$1.64M ﹤0.01%
6,155
+875
+17% +$216K
CROX icon
1381
Crocs
CROX
$6.32B
$1.64M ﹤0.01%
19,603
+11,582
+144% +$1.06M
AVNT icon
1382
Avient
AVNT
$4.25B
$1.63M ﹤0.01%
49,524
+21,275
+75% +$740K
NXST icon
1383
Nexstar Media Group
NXST
$5.84B
$1.63M ﹤0.01%
8,248
-1,074
-12% -$210K
IOSP icon
1384
Innospec
IOSP
$2.31B
$1.62M ﹤0.01%
21,042
+6,209
+42% +$518K
COKE icon
1385
Coca-Cola Consolidated
COKE
$12.6B
$1.62M ﹤0.01%
13,851
+6,298
+83% +$730K
ACA icon
1386
Arcosa
ACA
$7.14B
$1.62M ﹤0.01%
17,310
+253
+1% +$23.5K
BXP icon
1387
Boston Properties
BXP
$10.9B
$1.62M ﹤0.01%
21,767
+4,629
+27% +$327K
VIGI icon
1388
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
$1.62M ﹤0.01%
18,062
+8,960
+98% +$799K
CCSI icon
1389
Consensus Cloud Solutions
CCSI
$716M
$1.61M ﹤0.01%
54,974
-564
-1% -$14K
DLB icon
1390
Dolby
DLB
$5.84B
$1.61M ﹤0.01%
22,198
-2,816
-11% -$207K
VIV icon
1391
Telefônica Brasil
VIV
$18.2B
$1.6M ﹤0.01%
125,372
+19,206
+18% +$230K
NULG icon
1392
Nuveen ESG Large-Cap Growth ETF
NULG
$2.8B
$1.6M ﹤0.01%
16,072
+606
+4% +$58.9K
XNTK icon
1393
State Street SPDR NYSE Technology ETF
XNTK
$2.26B
$1.59M ﹤0.01%
5,839
– –
DBEM icon
1394
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$110M
$1.58M ﹤0.01%
51,200
– –
NOV icon
1395
NOV
NOV
$7.54B
$1.58M ﹤0.01%
119,216
+27,041
+29% +$349K
TSPA icon
1396
T. Rowe Price US Equity Research ETF
TSPA
$4.46B
$1.58M ﹤0.01%
37,686
– –
WHR icon
1397
Whirlpool
WHR
$2.7B
$1.58M ﹤0.01%
20,091
-3,213
-14% -$295K
CIBR icon
1398
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$1.58M ﹤0.01%
20,743
+5,392
+35% +$398K
CBZ icon
1399
CBIZ
CBZ
$2.96B
$1.57M ﹤0.01%
29,608
+18,585
+169% +$1.2M
PRI icon
1400
Primerica
PRI
$9.65B
$1.56M ﹤0.01%
5,625
+1,316
+31% +$353K
54 55
56
57 58

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Cerity Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cerity Partners held 2,898 positions worth $61.7B, up 10% from $56.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cerity Partners's Q3 2025 filing shows 272 new, 1,366 increased, 967 reduced and 159 closed positions. Its largest new stake was Arista Networks: 306,282 shares worth $43.2M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $61.6M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Cerity Partners's largest Q3 2025 buy was Arista Networks: 306,282 shares worth $43.2M.
  • Cerity Partners added most to NVIDIA in Q3 2025, an estimated $141M increase.
  • Cerity Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $61.6M.
  • Cerity Partners fully exited Ansys in Q3 2025, selling an estimated $8.12M.
  • Cerity Partners's ten largest holdings make up 26% of its $61.7B portfolio in Q3 2025.
  • Cerity Partners opened 272 new positions and closed 159 in Q3 2025.
  • Cerity Partners's portfolio value rose 10% quarter-over-quarter to $61.7B.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.