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
2326
$92.6K ﹤0.01%
+21,435
2327
$90.7K ﹤0.01%
11,194
-1,645
2328
$90.1K ﹤0.01%
10,737
-1,107
2329
$90K ﹤0.01%
+19,159
2330
$88.6K ﹤0.01%
10,522
2331
$88K ﹤0.01%
15,992
-50,334
2332
$87.3K ﹤0.01%
22,391
+3,076
2333
$86K ﹤0.01%
12,078
-16,454
2334
$85.7K ﹤0.01%
12,457
-9,277
2335
$85.5K ﹤0.01%
18,618
-2,157
2336
$84.1K ﹤0.01%
+9,769
2337
$84.1K ﹤0.01%
93,407
+15,306
2338
$84.1K ﹤0.01%
13,849
+335
2339
$83.8K ﹤0.01%
45,464
-1,108
2340
$83.7K ﹤0.01%
+22,437
2341
$82.2K ﹤0.01%
12,228
-14,393
2342
$81.9K ﹤0.01%
12,751
-5,974
2343
$81.5K ﹤0.01%
45,794
+5,036
2344
$80.5K ﹤0.01%
+70,000
2345
$80.3K ﹤0.01%
+121,163
2346
$79.4K ﹤0.01%
+12,446
2347
$78.6K ﹤0.01%
13,360
2348
$78.5K ﹤0.01%
170,387
+73,875
2349
$77.6K ﹤0.01%
46,181
+30,801
2350
$77.3K ﹤0.01%
27,229
-5,432
92 93
94
95 96