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
2201
$205K ﹤0.01%
2,709
-826
2202
$204K ﹤0.01%
5,937
-1,658
2203
$204K ﹤0.01%
+19,539
2204
$203K ﹤0.01%
+1,063
2205
$202K ﹤0.01%
+3,949
2206
$201K ﹤0.01%
+11,346
2207
$201K ﹤0.01%
+6,604
2208
$201K ﹤0.01%
1,339
-525
2209
$201K ﹤0.01%
+215,228
2210
$200K ﹤0.01%
2,641
-311
2211
$200K ﹤0.01%
+11,029
2212
$200K ﹤0.01%
+8,013
2213
$200K ﹤0.01%
25,123
+13,642
2214
$200K ﹤0.01%
30,072
+53
2215
$198K ﹤0.01%
13,229
-3,243
2216
$198K ﹤0.01%
10,567
+147
2217
$197K ﹤0.01%
13,869
-16,607
2218
$196K ﹤0.01%
11,940
+555
2219
$194K ﹤0.01%
37,611
-13,658
2220
$194K ﹤0.01%
13,660
+2,941
2221
$194K ﹤0.01%
43,514
-65,719
2222
$194K ﹤0.01%
10,451
-4,557
2223
$192K ﹤0.01%
15,083
-2,530
2224
$191K ﹤0.01%
60,315
-38,510
2225
$191K ﹤0.01%
+15,016
87 88
89
90 91