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
1401
$1.04M ﹤0.01%
31,173
+865
1402
$1.04M ﹤0.01%
+31,412
1403
$1.04M ﹤0.01%
10,357
-2,009
1404
$1.04M ﹤0.01%
45,150
+15,239
1405
$1.04M ﹤0.01%
18,007
+3,250
1406
$1.04M ﹤0.01%
39,103
+10,287
1407
$1.03M ﹤0.01%
42,383
-13,093
1408
$1.03M ﹤0.01%
5,545
+1,500
1409
$1.03M ﹤0.01%
27,423
+1,176
1410
$1.03M ﹤0.01%
33,157
+3,195
1411
$1.03M ﹤0.01%
11,871
-3,428
1412
$1.03M ﹤0.01%
11,138
+6,857
1413
$1.02M ﹤0.01%
9,169
+976
1414
$1.02M ﹤0.01%
17,520
-403
1415
$1.02M ﹤0.01%
70,454
+29,034
1416
$1.01M ﹤0.01%
27,813
+9,402
1417
$1.01M ﹤0.01%
6,359
-5,403
1418
$1.01M ﹤0.01%
16,590
+5,128
1419
$1.01M ﹤0.01%
19,175
-381
1420
$1M ﹤0.01%
5,335
-1,196
1421
$999K ﹤0.01%
17,111
+3,549
1422
$997K ﹤0.01%
21,529
+1,980
1423
$996K ﹤0.01%
21,022
+45
1424
$994K ﹤0.01%
39,903
+7,299
1425
$993K ﹤0.01%
50,340
-12,235
55 56
57
58 59