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
1676
$574K ﹤0.01%
14,338
+4,736
1677
$572K ﹤0.01%
+26,160
1678
$572K ﹤0.01%
18,563
+834
1679
$572K ﹤0.01%
14,728
-871
1680
$571K ﹤0.01%
59,268
+1,439
1681
$570K ﹤0.01%
+16,645
1682
$570K ﹤0.01%
27,073
+3,791
1683
$570K ﹤0.01%
11,200
1684
$569K ﹤0.01%
1,971
-17,639
1685
$566K ﹤0.01%
39,498
+15,072
1686
$565K ﹤0.01%
19,332
+1,497
1687
$565K ﹤0.01%
9,628
-511
1688
$565K ﹤0.01%
21,142
+5,900
1689
$563K ﹤0.01%
10,805
-9,920
1690
$562K ﹤0.01%
19,781
-623
1691
$560K ﹤0.01%
49,862
-4,643
1692
$560K ﹤0.01%
+42,968
1693
$560K ﹤0.01%
2,484
+285
1694
$559K ﹤0.01%
4,438
+1,981
1695
$557K ﹤0.01%
14,322
+5,626
1696
$556K ﹤0.01%
29,290
+4,455
1697
$555K ﹤0.01%
380,424
-6,963
1698
$554K ﹤0.01%
22,161
-995
1699
$550K ﹤0.01%
5,209
+818
1700
$549K ﹤0.01%
28,557
+7,649
66 67
68
69 70