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
2076
$267K ﹤0.01%
2,615
-7
2077
$267K ﹤0.01%
2,609
+17
2078
$267K ﹤0.01%
3,582
-1,835
2079
$267K ﹤0.01%
+28,000
2080
$266K ﹤0.01%
3,587
2081
$266K ﹤0.01%
25,666
2082
$265K ﹤0.01%
996
-192
2083
$265K ﹤0.01%
4,806
-123
2084
$264K ﹤0.01%
12,154
+1,969
2085
$263K ﹤0.01%
4,319
+1,123
2086
$262K ﹤0.01%
4,397
-215
2087
$261K ﹤0.01%
41,637
+12,443
2088
$260K ﹤0.01%
+10,000
2089
$259K ﹤0.01%
7,724
-1,150
2090
$257K ﹤0.01%
7,505
2091
$257K ﹤0.01%
11,700
-17,072
2092
$257K ﹤0.01%
+5,058
2093
$257K ﹤0.01%
8,960
+1,349
2094
$257K ﹤0.01%
+7,650
2095
$256K ﹤0.01%
23,480
+8,645
2096
$256K ﹤0.01%
8,393
+1,175
2097
$255K ﹤0.01%
+4,961
2098
$255K ﹤0.01%
+8,934
2099
$255K ﹤0.01%
5,086
-891
2100
$253K ﹤0.01%
10,452
82 83
84
85 86