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
1851
$426K ﹤0.01%
19,994
+10,243
1852
$426K ﹤0.01%
+40,648
1853
$426K ﹤0.01%
20,000
1854
$423K ﹤0.01%
+21,138
1855
$423K ﹤0.01%
52,562
-1,955
1856
$422K ﹤0.01%
11,775
+1,087
1857
$422K ﹤0.01%
12,309
+1,253
1858
$421K ﹤0.01%
22,665
-2,740
1859
$420K ﹤0.01%
+11,617
1860
$419K ﹤0.01%
6,487
-1,855
1861
$419K ﹤0.01%
+36,493
1862
$417K ﹤0.01%
+21,742
1863
$416K ﹤0.01%
109,208
+29
1864
$416K ﹤0.01%
5,092
+463
1865
$415K ﹤0.01%
126,955
+11,093
1866
$413K ﹤0.01%
36,837
+12,058
1867
$412K ﹤0.01%
23,899
-543
1868
$412K ﹤0.01%
23,060
+364
1869
$411K ﹤0.01%
9,383
-45,063
1870
$411K ﹤0.01%
46,580
-233
1871
$410K ﹤0.01%
10,667
1872
$410K ﹤0.01%
4,628
+1,330
1873
$407K ﹤0.01%
9,638
-1,167
1874
$405K ﹤0.01%
10,579
+4
1875
$403K ﹤0.01%
15,542
-7,940
73 74
75
76 77