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
2226
$190K ﹤0.01%
+14,838
2227
$189K ﹤0.01%
+10,801
2228
$187K ﹤0.01%
43,133
+24,977
2229
$187K ﹤0.01%
88,477
+51,784
2230
$185K ﹤0.01%
+11,864
2231
$185K ﹤0.01%
15,000
+1,517
2232
$185K ﹤0.01%
23,457
-383
2233
$185K ﹤0.01%
14,171
+2,606
2234
$181K ﹤0.01%
11,910
-1,085
2235
$179K ﹤0.01%
17,011
-21,405
2236
$179K ﹤0.01%
11,262
2237
$176K ﹤0.01%
33,904
+1,270
2238
$175K ﹤0.01%
21,500
-4,072
2239
$175K ﹤0.01%
12,150
2240
$175K ﹤0.01%
31,851
+16,484
2241
$175K ﹤0.01%
17,093
+563
2242
$174K ﹤0.01%
98,799
+6,124
2243
$174K ﹤0.01%
25,090
+952
2244
$172K ﹤0.01%
15,542
+5,540
2245
$170K ﹤0.01%
+10,505
2246
$168K ﹤0.01%
10,374
2247
$163K ﹤0.01%
+10,485
2248
$163K ﹤0.01%
+14,975
2249
$162K ﹤0.01%
22,032
-12,090
2250
$160K ﹤0.01%
3,661
-3,876
88 89
90
91 92