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
1576
$707K ﹤0.01%
5,240
+3,590
1577
$706K ﹤0.01%
38,804
-30,719
1578
$705K ﹤0.01%
7,004
+1,019
1579
$704K ﹤0.01%
5,743
-165
1580
$703K ﹤0.01%
11,058
+2,713
1581
$701K ﹤0.01%
13,704
+2,192
1582
$699K ﹤0.01%
28,841
+2,359
1583
$697K ﹤0.01%
7,504
-5,347
1584
$696K ﹤0.01%
11,049
+700
1585
$695K ﹤0.01%
11,916
-9,659
1586
$693K ﹤0.01%
7,574
-3,168
1587
$693K ﹤0.01%
6,068
+3,468
1588
$692K ﹤0.01%
6,466
+1,503
1589
$692K ﹤0.01%
7,580
+4,419
1590
$690K ﹤0.01%
13,067
+5,148
1591
$689K ﹤0.01%
21,918
+9,334
1592
$689K ﹤0.01%
13,494
+946
1593
$689K ﹤0.01%
25,942
+6,336
1594
$686K ﹤0.01%
11,910
-2,054
1595
$685K ﹤0.01%
44,546
-3,166
1596
$682K ﹤0.01%
4,159
-2,786
1597
$682K ﹤0.01%
13,730
+2,876
1598
$681K ﹤0.01%
10,400
-100
1599
$679K ﹤0.01%
3,031
-2,353
1600
$677K ﹤0.01%
10,490
-3,851
62 63
64
65 66