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
1651
$609K ﹤0.01%
12,094
-3,953
1652
$609K ﹤0.01%
18,376
1653
$606K ﹤0.01%
31,119
+2,018
1654
$606K ﹤0.01%
11,185
+2,653
1655
$605K ﹤0.01%
20,385
-20,047
1656
$604K ﹤0.01%
6,176
-586
1657
$602K ﹤0.01%
41,832
+1,832
1658
$602K ﹤0.01%
26,705
+10,912
1659
$601K ﹤0.01%
35,879
+1,800
1660
$598K ﹤0.01%
18,393
-2,584
1661
$597K ﹤0.01%
5,321
-3,076
1662
$597K ﹤0.01%
14,763
+5,343
1663
$596K ﹤0.01%
7,133
+9
1664
$593K ﹤0.01%
10,175
+4,127
1665
$593K ﹤0.01%
11,103
-236
1666
$590K ﹤0.01%
72,422
+594
1667
$589K ﹤0.01%
3,286
-769
1668
$589K ﹤0.01%
1,849
-674
1669
$588K ﹤0.01%
67,398
+11,746
1670
$587K ﹤0.01%
14,687
-1,033
1671
$586K ﹤0.01%
26,210
-2,533
1672
$586K ﹤0.01%
75,508
-2,525
1673
$580K ﹤0.01%
25,821
+14,195
1674
$575K ﹤0.01%
16,512
-2,981
1675
$574K ﹤0.01%
5,159
-3,311
65 66
67
68 69