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
1451
$928K ﹤0.01%
27,066
-153
1452
$927K ﹤0.01%
15,600
+1,240
1453
$925K ﹤0.01%
23,642
-3,176
1454
$924K ﹤0.01%
150,249
-150
1455
$924K ﹤0.01%
7,940
-104
1456
$924K ﹤0.01%
63,741
+21,772
1457
$922K ﹤0.01%
10,490
+2,341
1458
$920K ﹤0.01%
27,056
+11,286
1459
$917K ﹤0.01%
24,755
1460
$917K ﹤0.01%
+41,684
1461
$916K ﹤0.01%
12,076
-1,401
1462
$915K ﹤0.01%
30,016
+10,558
1463
$914K ﹤0.01%
5,375
+694
1464
$913K ﹤0.01%
13,969
-10,254
1465
$912K ﹤0.01%
18,863
-10,115
1466
$912K ﹤0.01%
+32,894
1467
$906K ﹤0.01%
17,495
+13,214
1468
$905K ﹤0.01%
5,752
-358
1469
$905K ﹤0.01%
15,605
-2,975
1470
$905K ﹤0.01%
10,647
+2,708
1471
$904K ﹤0.01%
40,708
+12,110
1472
$902K ﹤0.01%
103,475
+20,769
1473
$902K ﹤0.01%
17,188
+1,130
1474
$896K ﹤0.01%
36,661
+1,581
1475
$893K ﹤0.01%
6,401
+2,064
57 58
59
60 61