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
176
$51.5M 0.1%
573,034
+315,066
177
$51.3M 0.1%
220,063
+11,491
178
$49.9M 0.1%
169,140
+27,764
179
$48.7M 0.1%
61
+31
180
$48.6M 0.1%
876,441
+76,706
181
$48.4M 0.1%
304,597
+9,637
182
$48.1M 0.1%
81,627
+24,001
183
$47.8M 0.1%
177,648
+24,966
184
$47.5M 0.1%
194,130
+1,180
185
$47.4M 0.1%
1,871,667
-26,670
186
$47.2M 0.1%
1,669,519
+53,695
187
$47.2M 0.1%
174,306
-6,415
188
$46.7M 0.09%
70,460
+33,469
189
$46.6M 0.09%
423,935
+5,177
190
$46.3M 0.09%
658,913
+415,068
191
$46.2M 0.09%
174,126
+91,112
192
$45.5M 0.09%
380,742
+271,513
193
$45.4M 0.09%
173,450
+62,335
194
$45M 0.09%
241,559
-14,734
195
$44.9M 0.09%
195,850
+124,522
196
$44.2M 0.09%
531,296
+22,925
197
$43.9M 0.09%
648,266
+129,535
198
$43.9M 0.09%
415,891
+14,740
199
$43.8M 0.09%
1,229,643
+65,193
200
$43.6M 0.09%
657,309
-13,431
6 7
8
9 10