Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$282M
2
+$280M
3
+$202M
4
AVGO icon
Broadcom
AVGO
+$201M
5
NVDA icon
NVIDIA
NVDA
+$193M

Top Sells

1
+$205M
2
+$123M
3
+$116M
4
INTU icon
Intuit
INTU
+$84.6M
5
ADP icon
Automatic Data Processing
ADP
+$55.6M

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
2351
$76.8K ﹤0.01%
13,689
-4,003
2352
$76.1K ﹤0.01%
38,068
+9,829
2353
$74.5K ﹤0.01%
10,000
-35
2354
$74.2K ﹤0.01%
17,105
+4,885
2355
$72.5K ﹤0.01%
+22,597
2356
$72.4K ﹤0.01%
18,999
+5,234
2357
$72.1K ﹤0.01%
+17,725
2358
$70.8K ﹤0.01%
6,084
+66
2359
$70.3K ﹤0.01%
10,733
+366
2360
$70.2K ﹤0.01%
+25,840
2361
$69.8K ﹤0.01%
24,845
+1,029
2362
$69.6K ﹤0.01%
29,850
-729
2363
$69.4K ﹤0.01%
20,847
-12,733
2364
$69.3K ﹤0.01%
16,708
+5,625
2365
$69.2K ﹤0.01%
+13,255
2366
$68.8K ﹤0.01%
14,275
-2,413
2367
$67.1K ﹤0.01%
12,763
-35,218
2368
$66.1K ﹤0.01%
+10,582
2369
$66K ﹤0.01%
47,490
+5,703
2370
$63.2K ﹤0.01%
46,483
-1,662
2371
$63.1K ﹤0.01%
15,400
-55,104
2372
$62.5K ﹤0.01%
+31,387
2373
$62K ﹤0.01%
11,144
-549
2374
$61.9K ﹤0.01%
+18,483
2375
$60.1K ﹤0.01%
+11,801
93 94
95
96 97