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
1776
$474K ﹤0.01%
52,872
1777
$473K ﹤0.01%
6,615
-570
1778
$473K ﹤0.01%
+5,637
1779
$472K ﹤0.01%
21,684
+27
1780
$472K ﹤0.01%
12,844
+5,204
1781
$471K ﹤0.01%
23,972
+88
1782
$471K ﹤0.01%
+32,754
1783
$471K ﹤0.01%
21,150
+93
1784
$470K ﹤0.01%
75,250
+16,475
1785
$470K ﹤0.01%
13,170
+1,691
1786
$470K ﹤0.01%
20,944
+8
1787
$468K ﹤0.01%
7,845
+776
1788
$467K ﹤0.01%
1,411
-56
1789
$467K ﹤0.01%
6,013
+861
1790
$467K ﹤0.01%
20,352
-9,660
1791
$465K ﹤0.01%
+44,314
1792
$465K ﹤0.01%
5,700
1793
$464K ﹤0.01%
6,486
+841
1794
$464K ﹤0.01%
5,853
+2,423
1795
$463K ﹤0.01%
+4,994
1796
$462K ﹤0.01%
12,968
+845
1797
$462K ﹤0.01%
13,967
-3,763
1798
$462K ﹤0.01%
9,718
-512
1799
$461K ﹤0.01%
5,740
+342
1800
$459K ﹤0.01%
+39,494
70 71
72
73 74