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
1876
$403K ﹤0.01%
6,989
-1,603
1877
$401K ﹤0.01%
9,983
1878
$400K ﹤0.01%
128,662
+107,167
1879
$400K ﹤0.01%
10,352
-4,490
1880
$399K ﹤0.01%
20,358
1881
$398K ﹤0.01%
5,150
+131
1882
$398K ﹤0.01%
+50,042
1883
$398K ﹤0.01%
46,179
+30,266
1884
$398K ﹤0.01%
40,000
1885
$395K ﹤0.01%
2,131
-189
1886
$395K ﹤0.01%
6,895
-2,429
1887
$394K ﹤0.01%
+15,442
1888
$393K ﹤0.01%
13,820
-1,794
1889
$392K ﹤0.01%
19,305
+3
1890
$391K ﹤0.01%
8,518
-1,851
1891
$388K ﹤0.01%
8,457
+505
1892
$386K ﹤0.01%
8,110
1893
$386K ﹤0.01%
9,884
-86,827
1894
$386K ﹤0.01%
5,394
+1,721
1895
$385K ﹤0.01%
+5,472
1896
$383K ﹤0.01%
84,597
+38,342
1897
$381K ﹤0.01%
+3,794
1898
$381K ﹤0.01%
3,974
1899
$380K ﹤0.01%
+8,410
1900
$380K ﹤0.01%
67,609
-14,224
74 75
76
77 78