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Cerity Partners

Cerity Partners Portfolio holdings

AUM $82.7B
1-Year Est. Return 28.53%
This Fund
S&P 500
This Quarter Est. Return
+8.07%
1 Year Est. Return
+28.53%
3 Year Est. Return
+81.04%
5 Year Est. Return
+81.98%
10 Year Est. Return
–
AUM
$61.7B
AUM Growth
+$5.59B
Cap. Flow
+$1.71B
Cap. Flow %
2.78%
Top 10 Hldgs %
25.83%
Holding
2,898
New
272
Increased
1,366
Reduced
967
Closed
159

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$141M
2
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$99.4M
3
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$81.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$70.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$69.6M

Top Sells

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$61.6M
2
PG icon
Procter & Gamble
PG
+$60.8M
3
BND icon
Vanguard Total Bond Market
BND
+$58.8M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$38.5M
5
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 18.63%
2 Financials 8.07%
3 Healthcare 5.98%
4 Industrials 5.03%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEA
1476
Easterly Government Properties
DEA
$1.17B
$1.32M ﹤0.01%
57,382
+9,858
+21% +$224K
IUSG icon
1477
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.31M ﹤0.01%
7,986
+687
+9% +$108K
IBP icon
1478
Installed Building Products
IBP
$6.39B
$1.3M ﹤0.01%
5,265
-115
-2% -$27.3K
SYBT icon
1479
Stock Yards Bancorp
SYBT
$2.64B
$1.3M ﹤0.01%
18,548
+69
+0.4% +$5.33K
R icon
1480
Ryder
R
$10.1B
$1.29M ﹤0.01%
6,860
+1,379
+25% +$249K
PREF icon
1481
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$1.29M ﹤0.01%
67,243
-11,103
-14% -$211K
ICL icon
1482
ICL Group
ICL
$7.16B
$1.28M ﹤0.01%
205,493
+388
+0.2% +$2.49K
UI icon
1483
Ubiquiti
UI
$34.7B
$1.28M ﹤0.01%
1,942
+361
+23% +$180K
BWX icon
1484
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
$1.28M ﹤0.01%
55,672
+11,999
+27% +$276K
IWY icon
1485
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$1.28M ﹤0.01%
4,679
+5
+0.1% +$1.29K
BIDU icon
1486
Baidu
BIDU
$35.2B
$1.28M ﹤0.01%
9,685
-803
-8% -$79.5K
QSR icon
1487
Restaurant Brands International
QSR
$27.1B
$1.28M ﹤0.01%
19,888
-298
-1% -$19.6K
CF icon
1488
CF Industries
CF
$17.9B
$1.27M ﹤0.01%
14,204
-36,225
-72% -$3.23M
TCOM icon
1489
Trip.com Group
TCOM
$28.3B
$1.27M ﹤0.01%
16,908
+332
+2% +$22.2K
ELME
1490
Elme Communities
ELME
$144M
$1.27M ﹤0.01%
75,398
+2,244
+3% +$37.1K
BOX icon
1491
Box
BOX
$4.52B
$1.27M ﹤0.01%
39,230
-1,901
-5% -$61.5K
SW
1492
Smurfit Westrock
SW
$25.8B
$1.26M ﹤0.01%
29,711
-1,398
-4% -$63.3K
SSB icon
1493
SouthState Bank Corp
SSB
$10.8B
$1.26M ﹤0.01%
12,776
+9,771
+325% +$959K
GIL icon
1494
Gildan
GIL
$10.5B
$1.26M ﹤0.01%
21,779
+2,368
+12% +$127K
VIPS icon
1495
Vipshop
VIPS
$6.81B
$1.26M ﹤0.01%
64,077
+581
+0.9% +$9.64K
PRDO icon
1496
Perdoceo Education
PRDO
$2B
$1.26M ﹤0.01%
+33,406
New +$1.07M
DLX icon
1497
Deluxe
DLX
$1.1B
$1.25M ﹤0.01%
64,519
+8,107
+14% +$148K
PAY icon
1498
Paymentus
PAY
$5.27B
$1.25M ﹤0.01%
40,796
+9,388
+30% +$310K
RLI icon
1499
RLI Corp
RLI
$5.85B
$1.25M ﹤0.01%
19,117
+13,612
+247% +$921K
EQAL icon
1500
Invesco Russell 1000 Equal Weight ETF
EQAL
$851M
$1.24M ﹤0.01%
23,940
– –
58 59
60
61 62

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Cerity Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Cerity Partners held 2,898 positions worth $61.7B, up 10% from $56.1B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Cerity Partners's Q3 2025 filing shows 272 new, 1,366 increased, 967 reduced and 159 closed positions. Its largest new stake was Arista Networks: 306,282 shares worth $43.2M. The largest sale was iShares 0-3 Month Treasury Bond ETF, an estimated $61.6M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Cerity Partners's largest Q3 2025 buy was Arista Networks: 306,282 shares worth $43.2M.
  • Cerity Partners added most to NVIDIA in Q3 2025, an estimated $141M increase.
  • Cerity Partners's biggest Q3 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $61.6M.
  • Cerity Partners fully exited Ansys in Q3 2025, selling an estimated $8.12M.
  • Cerity Partners's ten largest holdings make up 26% of its $61.7B portfolio in Q3 2025.
  • Cerity Partners opened 272 new positions and closed 159 in Q3 2025.
  • Cerity Partners's portfolio value rose 10% quarter-over-quarter to $61.7B.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.