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
1626
$646K ﹤0.01%
7,394
+4,734
1627
$646K ﹤0.01%
8,214
+666
1628
$645K ﹤0.01%
28,881
+15,563
1629
$641K ﹤0.01%
11,083
+648
1630
$641K ﹤0.01%
+12,581
1631
$640K ﹤0.01%
6,208
-12
1632
$639K ﹤0.01%
6,156
+2,070
1633
$638K ﹤0.01%
6,363
+351
1634
$633K ﹤0.01%
12,288
+3,430
1635
$633K ﹤0.01%
+10,489
1636
$631K ﹤0.01%
+11,347
1637
$631K ﹤0.01%
11,238
-2,369
1638
$630K ﹤0.01%
12,718
-6,349
1639
$629K ﹤0.01%
4,406
+340
1640
$627K ﹤0.01%
7,885
-3,405
1641
$620K ﹤0.01%
16,751
-2,808
1642
$619K ﹤0.01%
+14,440
1643
$619K ﹤0.01%
+10,319
1644
$619K ﹤0.01%
15,211
-19,145
1645
$616K ﹤0.01%
24,333
+16,896
1646
$616K ﹤0.01%
315,926
1647
$614K ﹤0.01%
2,242
+1,135
1648
$612K ﹤0.01%
12,006
+34
1649
$611K ﹤0.01%
17,054
+5,559
1650
$610K ﹤0.01%
+10,198
64 65
66
67 68