Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
1801
$459K ﹤0.01%
6,422
-79
1802
$458K ﹤0.01%
33,623
1803
$458K ﹤0.01%
9,362
+4,591
1804
$457K ﹤0.01%
90,666
+653
1805
$456K ﹤0.01%
5,924
1806
$456K ﹤0.01%
10,216
+3,565
1807
$454K ﹤0.01%
3,903
-4,984
1808
$454K ﹤0.01%
20,567
-143
1809
$453K ﹤0.01%
+11,346
1810
$453K ﹤0.01%
+2,091
1811
$452K ﹤0.01%
2,798
-533
1812
$451K ﹤0.01%
9,904
+1,207
1813
$451K ﹤0.01%
18,148
-8,369
1814
$451K ﹤0.01%
5,383
+448
1815
$451K ﹤0.01%
5,954
-24
1816
$451K ﹤0.01%
16,383
+34
1817
$449K ﹤0.01%
12,896
-15,121
1818
$449K ﹤0.01%
27,852
-52,303
1819
$448K ﹤0.01%
4,914
+78
1820
$448K ﹤0.01%
4,035
+2,577
1821
$448K ﹤0.01%
22,038
-2,044
1822
$447K ﹤0.01%
52,826
1823
$447K ﹤0.01%
9,245
-3,811
1824
$447K ﹤0.01%
21,396
-2,985
1825
$446K ﹤0.01%
74,033
-15,237
71 72
73
74 75