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
1751
$498K ﹤0.01%
24,150
+47
1752
$497K ﹤0.01%
9,553
-579
1753
$496K ﹤0.01%
20,308
+10,138
1754
$494K ﹤0.01%
13,086
-183,992
1755
$494K ﹤0.01%
2,724
+25
1756
$491K ﹤0.01%
12,299
-178
1757
$490K ﹤0.01%
5,500
-507
1758
$490K ﹤0.01%
2,016
+218
1759
$489K ﹤0.01%
13,082
-497
1760
$489K ﹤0.01%
3,045
+7
1761
$489K ﹤0.01%
62,553
-1,441
1762
$489K ﹤0.01%
+12,849
1763
$488K ﹤0.01%
29,786
+8,995
1764
$488K ﹤0.01%
20,872
-10,398
1765
$487K ﹤0.01%
9,627
+3,972
1766
$486K ﹤0.01%
3,383
-401
1767
$486K ﹤0.01%
7,769
-213
1768
$483K ﹤0.01%
21,156
+8,033
1769
$479K ﹤0.01%
12,571
-2,255
1770
$479K ﹤0.01%
4,727
-1,110
1771
$477K ﹤0.01%
16,707
-8,180
1772
$476K ﹤0.01%
+26,568
1773
$476K ﹤0.01%
73,535
-5,325
1774
$475K ﹤0.01%
2,025
-943
1775
$474K ﹤0.01%
7,640
-1,819
69 70
71
72 73