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
2126
$239K ﹤0.01%
+9,006
2127
$238K ﹤0.01%
1,811
-1,521
2128
$237K ﹤0.01%
15,567
+5,304
2129
$237K ﹤0.01%
+43,285
2130
$237K ﹤0.01%
+11,027
2131
$236K ﹤0.01%
+76,752
2132
$236K ﹤0.01%
+17,399
2133
$236K ﹤0.01%
28,650
-339
2134
$235K ﹤0.01%
18,899
-6,426
2135
$235K ﹤0.01%
+2,469
2136
$235K ﹤0.01%
21,900
+6,869
2137
$233K ﹤0.01%
1,742
-354
2138
$233K ﹤0.01%
16,728
+3,346
2139
$232K ﹤0.01%
7,749
-53,826
2140
$231K ﹤0.01%
8,008
-11,491
2141
$231K ﹤0.01%
14,455
+556
2142
$230K ﹤0.01%
13,213
2143
$230K ﹤0.01%
26,365
-3,663
2144
$230K ﹤0.01%
5,375
+316
2145
$229K ﹤0.01%
29,508
2146
$229K ﹤0.01%
+6,618
2147
$229K ﹤0.01%
+185
2148
$228K ﹤0.01%
1,883
2149
$228K ﹤0.01%
+31,846
2150
$227K ﹤0.01%
16,756
-661
84 85
86
87 88