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
2176
$216K ﹤0.01%
+6,351
2177
$215K ﹤0.01%
21,630
-1,778
2178
$215K ﹤0.01%
9,521
+533
2179
$215K ﹤0.01%
10,547
-7,167
2180
$214K ﹤0.01%
+4,737
2181
$214K ﹤0.01%
1,309
-4
2182
$214K ﹤0.01%
+7,648
2183
$213K ﹤0.01%
+2,413
2184
$212K ﹤0.01%
22,993
+1
2185
$211K ﹤0.01%
10,240
2186
$211K ﹤0.01%
+6,751
2187
$211K ﹤0.01%
+8,261
2188
$210K ﹤0.01%
+31,856
2189
$210K ﹤0.01%
21,066
+4,344
2190
$210K ﹤0.01%
31,560
+6,021
2191
$210K ﹤0.01%
4,344
-7,025
2192
$210K ﹤0.01%
+8,549
2193
$210K ﹤0.01%
12,500
+2,000
2194
$209K ﹤0.01%
1,038
-4,523
2195
$208K ﹤0.01%
+4,787
2196
$207K ﹤0.01%
+727
2197
$207K ﹤0.01%
3,087
-2,562
2198
$207K ﹤0.01%
+3,869
2199
$206K ﹤0.01%
+5,162
2200
$206K ﹤0.01%
4,564
-2,357
86 87
88
89 90