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
2151
$227K ﹤0.01%
4,121
-42
2152
$227K ﹤0.01%
+2,559
2153
$227K ﹤0.01%
18,500
2154
$225K ﹤0.01%
+15,421
2155
$224K ﹤0.01%
17,822
-2,639
2156
$223K ﹤0.01%
+6,687
2157
$222K ﹤0.01%
+5,312
2158
$222K ﹤0.01%
15,571
+1,535
2159
$222K ﹤0.01%
910
-528
2160
$222K ﹤0.01%
2,307
-663
2161
$221K ﹤0.01%
11,863
+554
2162
$220K ﹤0.01%
4,140
2163
$220K ﹤0.01%
7,828
-563
2164
$220K ﹤0.01%
10,053
2165
$219K ﹤0.01%
10,470
+319
2166
$219K ﹤0.01%
28,971
+13,983
2167
$219K ﹤0.01%
10,573
-511
2168
$218K ﹤0.01%
2,872
+24
2169
$218K ﹤0.01%
31,179
-28,194
2170
$217K ﹤0.01%
2,882
-200
2171
$217K ﹤0.01%
2,360
2172
$217K ﹤0.01%
2,641
2173
$217K ﹤0.01%
8,687
-97
2174
$217K ﹤0.01%
+12,101
2175
$216K ﹤0.01%
+3,394
85 86
87
88 89