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
2026
$291K ﹤0.01%
10,335
2027
$290K ﹤0.01%
5,930
+1,487
2028
$290K ﹤0.01%
13,818
+2,823
2029
$290K ﹤0.01%
+14,437
2030
$290K ﹤0.01%
3,809
-2,195
2031
$289K ﹤0.01%
5,860
-5,338
2032
$289K ﹤0.01%
5,737
+639
2033
$288K ﹤0.01%
2,825
2034
$288K ﹤0.01%
1,400
-348
2035
$288K ﹤0.01%
+16,593
2036
$287K ﹤0.01%
2,044
-76
2037
$287K ﹤0.01%
+15,663
2038
$287K ﹤0.01%
7,925
-4,672
2039
$287K ﹤0.01%
33,034
-9,335
2040
$286K ﹤0.01%
22,323
+881
2041
$285K ﹤0.01%
1,547
-49
2042
$285K ﹤0.01%
5,622
+1,546
2043
$284K ﹤0.01%
+48,485
2044
$283K ﹤0.01%
16,457
-1,790
2045
$281K ﹤0.01%
33,651
+105
2046
$281K ﹤0.01%
73,141
-17,302
2047
$281K ﹤0.01%
4,273
-23,513
2048
$281K ﹤0.01%
7,567
-1,211
2049
$280K ﹤0.01%
+16,255
2050
$280K ﹤0.01%
+7,725
80 81
82
83 84