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
1901
$379K ﹤0.01%
70,990
-4,046
1902
$377K ﹤0.01%
2,466
-5,502
1903
$376K ﹤0.01%
3,541
-86
1904
$374K ﹤0.01%
11,324
+2,465
1905
$373K ﹤0.01%
+8,312
1906
$369K ﹤0.01%
5,687
-12,440
1907
$369K ﹤0.01%
+17,142
1908
$368K ﹤0.01%
+17,320
1909
$367K ﹤0.01%
27,599
+1,099
1910
$367K ﹤0.01%
6,196
-2,064
1911
$366K ﹤0.01%
12,893
+3,317
1912
$366K ﹤0.01%
14,647
+3,312
1913
$366K ﹤0.01%
8,008
+1,729
1914
$365K ﹤0.01%
2,821
-599
1915
$365K ﹤0.01%
10,311
1916
$364K ﹤0.01%
5,521
-61
1917
$364K ﹤0.01%
369,146
+46,182
1918
$364K ﹤0.01%
12,344
-292
1919
$363K ﹤0.01%
269,156
+32,769
1920
$362K ﹤0.01%
12,219
-1,267
1921
$362K ﹤0.01%
73,769
+55,569
1922
$362K ﹤0.01%
21,403
+11,231
1923
$361K ﹤0.01%
10,734
1924
$360K ﹤0.01%
4,002
-49
1925
$360K ﹤0.01%
+6,830
75 76
77
78 79