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
1976
$326K ﹤0.01%
6,650
1977
$325K ﹤0.01%
+11,006
1978
$325K ﹤0.01%
25,171
-14,757
1979
$325K ﹤0.01%
41,608
-10,729
1980
$324K ﹤0.01%
7,196
-3,429
1981
$324K ﹤0.01%
6,111
1982
$324K ﹤0.01%
15,441
-2
1983
$323K ﹤0.01%
74,880
+24,362
1984
$323K ﹤0.01%
8,319
+1
1985
$321K ﹤0.01%
9,069
+3,370
1986
$320K ﹤0.01%
17,380
+4,735
1987
$320K ﹤0.01%
+9,611
1988
$319K ﹤0.01%
5,079
-570
1989
$318K ﹤0.01%
2,081
-1,723
1990
$315K ﹤0.01%
3,666
+132
1991
$314K ﹤0.01%
3,601
+104
1992
$313K ﹤0.01%
2,056
-186
1993
$312K ﹤0.01%
3,758
-545
1994
$312K ﹤0.01%
+8,400
1995
$312K ﹤0.01%
3,327
-1,200
1996
$311K ﹤0.01%
11,598
+793
1997
$309K ﹤0.01%
3,153
-145
1998
$308K ﹤0.01%
+7,300
1999
$306K ﹤0.01%
43,432
+9,227
2000
$304K ﹤0.01%
3,484
+733
78 79
80
81 82