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
1926
$360K ﹤0.01%
11,839
+3,494
1927
$359K ﹤0.01%
7,181
+3,156
1928
$357K ﹤0.01%
+46,037
1929
$357K ﹤0.01%
+3,917
1930
$356K ﹤0.01%
7,133
1931
$355K ﹤0.01%
49,366
+19,138
1932
$354K ﹤0.01%
15,749
+87
1933
$353K ﹤0.01%
+26,688
1934
$352K ﹤0.01%
+19,738
1935
$352K ﹤0.01%
+7,801
1936
$352K ﹤0.01%
20,010
-822
1937
$350K ﹤0.01%
52,059
-619
1938
$350K ﹤0.01%
16,473
-29
1939
$349K ﹤0.01%
8,173
+2,640
1940
$349K ﹤0.01%
1,036
-434
1941
$348K ﹤0.01%
2,736
-1,461
1942
$347K ﹤0.01%
+3,237
1943
$346K ﹤0.01%
+26,223
1944
$346K ﹤0.01%
+3,924
1945
$345K ﹤0.01%
6,075
-8,015
1946
$345K ﹤0.01%
2,078
-172
1947
$345K ﹤0.01%
27,378
-644
1948
$345K ﹤0.01%
+11,930
1949
$344K ﹤0.01%
9,970
-11,359
1950
$342K ﹤0.01%
20,075
-36,933
76 77
78
79 80