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
1476
$893K ﹤0.01%
11,328
+1,245
1477
$892K ﹤0.01%
68,349
+5,068
1478
$890K ﹤0.01%
+15,418
1479
$890K ﹤0.01%
4,255
-59
1480
$889K ﹤0.01%
48,886
+25,648
1481
$881K ﹤0.01%
28,473
-3,504
1482
$880K ﹤0.01%
31,020
+20,926
1483
$877K ﹤0.01%
8,358
-741
1484
$876K ﹤0.01%
5,111
-112
1485
$876K ﹤0.01%
23,571
+416
1486
$874K ﹤0.01%
19,741
+6,850
1487
$873K ﹤0.01%
19,750
+7,164
1488
$868K ﹤0.01%
47,981
+3,129
1489
$866K ﹤0.01%
26,240
+8,310
1490
$861K ﹤0.01%
7,845
+17
1491
$857K ﹤0.01%
19,039
-701
1492
$856K ﹤0.01%
44,868
+107
1493
$854K ﹤0.01%
61,388
+48,537
1494
$851K ﹤0.01%
63,264
+11,459
1495
$850K ﹤0.01%
20,211
+124
1496
$850K ﹤0.01%
30,009
1497
$850K ﹤0.01%
5,247
+2,561
1498
$849K ﹤0.01%
34,462
1499
$839K ﹤0.01%
2,288
-505
1500
$830K ﹤0.01%
21,033
+5,754
58 59
60
61 62