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
1426
$992K ﹤0.01%
15,482
-2,234
1427
$991K ﹤0.01%
7,731
-519
1428
$986K ﹤0.01%
4,673
+94
1429
$985K ﹤0.01%
27,001
-415
1430
$985K ﹤0.01%
9,310
-6,900
1431
$982K ﹤0.01%
6,693
-218
1432
$981K ﹤0.01%
+9,184
1433
$980K ﹤0.01%
26,499
-25,918
1434
$979K ﹤0.01%
85,812
-1,630
1435
$972K ﹤0.01%
6,394
-3,711
1436
$966K ﹤0.01%
29,711
+12,481
1437
$963K ﹤0.01%
32,149
-12,302
1438
$958K ﹤0.01%
22,952
-5,830
1439
$957K ﹤0.01%
13,243
-6,364
1440
$952K ﹤0.01%
20,142
-1,502
1441
$949K ﹤0.01%
5,645
-3,662
1442
$948K ﹤0.01%
15,990
+5,525
1443
$946K ﹤0.01%
47,703
+4,575
1444
$946K ﹤0.01%
31,710
1445
$942K ﹤0.01%
5,837
-1,746
1446
$942K ﹤0.01%
980
+44
1447
$941K ﹤0.01%
31,050
-1,059
1448
$933K ﹤0.01%
21,471
+25
1449
$933K ﹤0.01%
82,096
1450
$930K ﹤0.01%
5,893
+3,071
56 57
58
59 60