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
1701
$548K ﹤0.01%
15,300
-500
1702
$547K ﹤0.01%
31,564
-19
1703
$547K ﹤0.01%
17,533
+1,449
1704
$546K ﹤0.01%
16,827
+1,524
1705
$546K ﹤0.01%
38,425
+9,508
1706
$546K ﹤0.01%
7,628
-405
1707
$546K ﹤0.01%
33,489
-3,599
1708
$545K ﹤0.01%
+23,351
1709
$544K ﹤0.01%
6,400
-712
1710
$542K ﹤0.01%
+3,113
1711
$540K ﹤0.01%
7,931
+3,990
1712
$540K ﹤0.01%
4,642
-1,721
1713
$540K ﹤0.01%
19,230
1714
$536K ﹤0.01%
54,187
+1,111
1715
$533K ﹤0.01%
2,576
+1,229
1716
$532K ﹤0.01%
18,804
+6,102
1717
$531K ﹤0.01%
6,933
-870
1718
$531K ﹤0.01%
2,025
-45
1719
$531K ﹤0.01%
+27,526
1720
$530K ﹤0.01%
20,870
1721
$530K ﹤0.01%
15,091
-2,223
1722
$528K ﹤0.01%
25,838
+7,813
1723
$528K ﹤0.01%
19,923
-1,489
1724
$527K ﹤0.01%
10,917
-12,532
1725
$526K ﹤0.01%
31,281
+12,101
67 68
69
70 71