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
2376
$59.3K ﹤0.01%
22,715
2377
$56.9K ﹤0.01%
+49,060
2378
$56.6K ﹤0.01%
19,725
2379
$56.5K ﹤0.01%
+49,106
2380
$56.2K ﹤0.01%
+19,450
2381
$55.7K ﹤0.01%
30,767
-250
2382
$55.6K ﹤0.01%
21,284
-21,124
2383
$55.1K ﹤0.01%
+33,407
2384
$55K ﹤0.01%
3,740
+790
2385
$54.8K ﹤0.01%
+29,770
2386
$54.3K ﹤0.01%
22,072
+5,605
2387
$54.1K ﹤0.01%
19,333
2388
$54.1K ﹤0.01%
+4,468
2389
$51.6K ﹤0.01%
+5,061
2390
$51.1K ﹤0.01%
+41,564
2391
$50K ﹤0.01%
+41,333
2392
$49.4K ﹤0.01%
2,041
-2,103
2393
$49.1K ﹤0.01%
+5,618
2394
$48.7K ﹤0.01%
35,046
+637
2395
$48.6K ﹤0.01%
+35,504
2396
$48.1K ﹤0.01%
+21,947
2397
$47.9K ﹤0.01%
+10,887
2398
$46.3K ﹤0.01%
16,513
-246
2399
$45K ﹤0.01%
+29,438
2400
$44.6K ﹤0.01%
26,894
+2,760
94 95
96
97 98