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
2251
$159K ﹤0.01%
14,931
-1,092
2252
$159K ﹤0.01%
+32,759
2253
$159K ﹤0.01%
26,286
+602
2254
$159K ﹤0.01%
18,646
-380
2255
$158K ﹤0.01%
22,254
+4,129
2256
$157K ﹤0.01%
57,621
-4,356
2257
$157K ﹤0.01%
15,157
+496
2258
$157K ﹤0.01%
11,162
-123
2259
$155K ﹤0.01%
+14,772
2260
$155K ﹤0.01%
+10,119
2261
$153K ﹤0.01%
18,928
+333
2262
$150K ﹤0.01%
+16,235
2263
$146K ﹤0.01%
+14,458
2264
$145K ﹤0.01%
13,843
+1,772
2265
$144K ﹤0.01%
+30,615
2266
$143K ﹤0.01%
+20,146
2267
$142K ﹤0.01%
+96,478
2268
$141K ﹤0.01%
24,462
-13,190
2269
$141K ﹤0.01%
+11,078
2270
$141K ﹤0.01%
23,860
-7,642
2271
$139K ﹤0.01%
+21,238
2272
$138K ﹤0.01%
20,825
-5,211
2273
$137K ﹤0.01%
+17,774
2274
$137K ﹤0.01%
+15,705
2275
$136K ﹤0.01%
11,409
-102,496
89 90
91
92 93