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
126
$81.9M 0.17%
329,317
+22,611
127
$81.8M 0.17%
767,409
+33,333
128
$81.7M 0.17%
901,608
+1,365
129
$80M 0.16%
1,462,249
+2,884
130
$79.7M 0.16%
160,934
-1,463
131
$78.8M 0.16%
747,721
-7,827
132
$78.5M 0.16%
392,177
+76,129
133
$78.3M 0.16%
607,208
-1,637
134
$78.2M 0.16%
863,748
+2,279
135
$76.2M 0.15%
3,044,472
+124,884
136
$75.8M 0.15%
162,877
+16,626
137
$75M 0.15%
119,627
+12,793
138
$74.3M 0.15%
1,037,937
+114,942
139
$73.3M 0.15%
934,927
+16,163
140
$71.6M 0.14%
370,713
-10,057
141
$70.7M 0.14%
702,656
+14,582
142
$70.5M 0.14%
132,087
+30,475
143
$70.2M 0.14%
614,794
+6,848
144
$69.9M 0.14%
87,802
+1,574
145
$69.8M 0.14%
156,183
+8,308
146
$69.7M 0.14%
387,897
+4,084
147
$69.2M 0.14%
337,409
+35,712
148
$67.7M 0.14%
659,007
+227,075
149
$66.2M 0.13%
778,073
+41,923
150
$65.9M 0.13%
1,452,774
+10,099
4 5
6
7 8