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
1826
$446K ﹤0.01%
+16,008
1827
$446K ﹤0.01%
15,527
+1,567
1828
$444K ﹤0.01%
12,171
+3,119
1829
$444K ﹤0.01%
11,690
-896
1830
$444K ﹤0.01%
11,350
-3,530
1831
$443K ﹤0.01%
15,794
+1,191
1832
$443K ﹤0.01%
6,451
-1,150
1833
$443K ﹤0.01%
6,204
+119
1834
$443K ﹤0.01%
+29,442
1835
$441K ﹤0.01%
10,339
+1,138
1836
$441K ﹤0.01%
7,643
-117
1837
$439K ﹤0.01%
8,625
-1,626
1838
$439K ﹤0.01%
15,808
-925
1839
$438K ﹤0.01%
4,740
-1,305
1840
$437K ﹤0.01%
40,761
1841
$436K ﹤0.01%
14,844
+545
1842
$435K ﹤0.01%
14,801
-2,047
1843
$435K ﹤0.01%
55,117
-768
1844
$433K ﹤0.01%
20,190
+1
1845
$433K ﹤0.01%
+19,622
1846
$432K ﹤0.01%
52,087
-213
1847
$431K ﹤0.01%
14,305
-2,641
1848
$431K ﹤0.01%
+8,279
1849
$429K ﹤0.01%
10,198
+748
1850
$428K ﹤0.01%
8,023
-7,982
72 73
74
75 76