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
2276
$135K ﹤0.01%
6,540
+2,188
2277
$135K ﹤0.01%
+23,979
2278
$135K ﹤0.01%
+28,171
2279
$133K ﹤0.01%
+11,085
2280
$133K ﹤0.01%
24,264
2281
$132K ﹤0.01%
13,131
-23,955
2282
$132K ﹤0.01%
+10,089
2283
$129K ﹤0.01%
+58,036
2284
$129K ﹤0.01%
24,803
-3,250
2285
$127K ﹤0.01%
14,333
+2,016
2286
$127K ﹤0.01%
39,029
+9,577
2287
$127K ﹤0.01%
10,880
-650
2288
$126K ﹤0.01%
13,098
-4
2289
$125K ﹤0.01%
19,563
2290
$123K ﹤0.01%
12,964
-1,363
2291
$122K ﹤0.01%
26,711
-21,208
2292
$122K ﹤0.01%
+13,909
2293
$122K ﹤0.01%
12,119
-2,399
2294
$121K ﹤0.01%
12,929
+2,333
2295
$119K ﹤0.01%
+21,797
2296
$119K ﹤0.01%
+14,999
2297
$119K ﹤0.01%
28,428
2298
$118K ﹤0.01%
53,057
2299
$117K ﹤0.01%
+21,691
2300
$114K ﹤0.01%
11,791
+116
90 91
92
93 94