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
1526
$799K ﹤0.01%
75,490
+2,695
1527
$797K ﹤0.01%
74,667
+9,732
1528
$797K ﹤0.01%
19,581
-1,025
1529
$796K ﹤0.01%
19,524
+4,659
1530
$796K ﹤0.01%
7,944
-1,223
1531
$796K ﹤0.01%
41,882
-36,858
1532
$795K ﹤0.01%
6,059
+2,017
1533
$790K ﹤0.01%
10,581
+6,805
1534
$786K ﹤0.01%
33,552
-8,595
1535
$786K ﹤0.01%
39,747
-17,722
1536
$783K ﹤0.01%
97,748
-8,165
1537
$782K ﹤0.01%
5,382
-317
1538
$778K ﹤0.01%
30,808
-954
1539
$776K ﹤0.01%
27,774
+1,191
1540
$775K ﹤0.01%
21,640
+2,200
1541
$770K ﹤0.01%
53,203
+500
1542
$769K ﹤0.01%
189,491
+44,858
1543
$768K ﹤0.01%
9,934
+282
1544
$762K ﹤0.01%
9,650
1545
$761K ﹤0.01%
22,071
-880
1546
$759K ﹤0.01%
19,105
+324
1547
$759K ﹤0.01%
19,413
-5,098
1548
$758K ﹤0.01%
11,700
+1,320
1549
$756K ﹤0.01%
9,110
+1,293
1550
$753K ﹤0.01%
41,335
-974
60 61
62
63 64