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
2101
$253K ﹤0.01%
6,180
-50,309
2102
$251K ﹤0.01%
4,143
+363
2103
$251K ﹤0.01%
82,167
-4,782
2104
$251K ﹤0.01%
8,966
-4
2105
$251K ﹤0.01%
14,549
-123
2106
$250K ﹤0.01%
11,135
2107
$250K ﹤0.01%
9,553
-824
2108
$249K ﹤0.01%
13,853
-357
2109
$249K ﹤0.01%
2,473
-1,024
2110
$247K ﹤0.01%
4,936
-63
2111
$247K ﹤0.01%
3,100
2112
$246K ﹤0.01%
1,207
-2,961
2113
$246K ﹤0.01%
54,338
-514
2114
$245K ﹤0.01%
20,871
+9,675
2115
$245K ﹤0.01%
216,750
-1
2116
$244K ﹤0.01%
+3,104
2117
$243K ﹤0.01%
5,038
-3,787
2118
$243K ﹤0.01%
10,615
-5,168
2119
$243K ﹤0.01%
9,135
2120
$243K ﹤0.01%
57,362
+29,063
2121
$242K ﹤0.01%
+6,091
2122
$240K ﹤0.01%
12,852
-9,586
2123
$240K ﹤0.01%
4,096
-9,411
2124
$239K ﹤0.01%
+2,814
2125
$239K ﹤0.01%
6,168
-280
83 84
85
86 87