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
2051
$280K ﹤0.01%
8,117
+726
2052
$279K ﹤0.01%
30,191
+15,810
2053
$279K ﹤0.01%
5,908
-9,193
2054
$278K ﹤0.01%
14,817
-84
2055
$278K ﹤0.01%
6,396
2056
$277K ﹤0.01%
3,395
-4,666
2057
$276K ﹤0.01%
37,985
+17,824
2058
$276K ﹤0.01%
16,587
-3,872
2059
$275K ﹤0.01%
+4,645
2060
$275K ﹤0.01%
+7,059
2061
$275K ﹤0.01%
+10,283
2062
$275K ﹤0.01%
+7,411
2063
$274K ﹤0.01%
+1,838
2064
$274K ﹤0.01%
9,203
+95
2065
$273K ﹤0.01%
36,410
+24,418
2066
$272K ﹤0.01%
6,893
-238
2067
$272K ﹤0.01%
7,540
+2,303
2068
$272K ﹤0.01%
+10,792
2069
$272K ﹤0.01%
+4,392
2070
$271K ﹤0.01%
3,391
+1,170
2071
$270K ﹤0.01%
+19,154
2072
$269K ﹤0.01%
5,395
+567
2073
$269K ﹤0.01%
8,220
+55
2074
$269K ﹤0.01%
5,989
+500
2075
$268K ﹤0.01%
5,052
-884
81 82
83
84 85