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
2001
$303K ﹤0.01%
+8,666
2002
$303K ﹤0.01%
32,875
-4,410
2003
$303K ﹤0.01%
+19,354
2004
$303K ﹤0.01%
21,116
2005
$303K ﹤0.01%
302,505
+58,597
2006
$302K ﹤0.01%
26,450
+16,036
2007
$302K ﹤0.01%
2,844
-12,474
2008
$302K ﹤0.01%
3,606
+146
2009
$301K ﹤0.01%
8,039
-29
2010
$300K ﹤0.01%
9,500
+3,026
2011
$300K ﹤0.01%
6,940
+3,489
2012
$300K ﹤0.01%
6,692
+18
2013
$299K ﹤0.01%
3,430
-1,483
2014
$298K ﹤0.01%
53,248
+18,219
2015
$298K ﹤0.01%
30,972
-1,713
2016
$297K ﹤0.01%
20,848
-1,035
2017
$295K ﹤0.01%
6,419
+2,779
2018
$295K ﹤0.01%
+24,048
2019
$295K ﹤0.01%
3,545
-3,698
2020
$294K ﹤0.01%
29,618
-1,041
2021
$293K ﹤0.01%
8,114
-3,151
2022
$293K ﹤0.01%
+1,401
2023
$293K ﹤0.01%
+517
2024
$293K ﹤0.01%
2,768
+74
2025
$292K ﹤0.01%
+4,727
79 80
81
82 83