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
2301
$114K ﹤0.01%
10,418
-13,386
2302
$113K ﹤0.01%
+13,350
2303
$113K ﹤0.01%
39,238
-32,033
2304
$112K ﹤0.01%
28,454
+1,809
2305
$111K ﹤0.01%
+11,634
2306
$111K ﹤0.01%
21,573
+8,803
2307
$110K ﹤0.01%
+24,104
2308
$109K ﹤0.01%
27,730
-41,255
2309
$108K ﹤0.01%
+12,471
2310
$107K ﹤0.01%
16,177
+5,286
2311
$106K ﹤0.01%
+17,981
2312
$105K ﹤0.01%
10,347
-19,400
2313
$105K ﹤0.01%
45,840
+6,649
2314
$102K ﹤0.01%
68,315
-771
2315
$101K ﹤0.01%
+13,826
2316
$101K ﹤0.01%
+21,936
2317
$101K ﹤0.01%
12,427
-1,511
2318
$98K ﹤0.01%
44,528
2319
$97.3K ﹤0.01%
+15,021
2320
$97.1K ﹤0.01%
24,582
+3
2321
$96.3K ﹤0.01%
+11,981
2322
$96K ﹤0.01%
+13,133
2323
$95.8K ﹤0.01%
12,007
-2,177
2324
$95.6K ﹤0.01%
17,664
-1,462
2325
$94.7K ﹤0.01%
+10,322
91 92
93
94 95