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
2401
$44.1K ﹤0.01%
54,676
+24,953
2402
$43.2K ﹤0.01%
+14,166
2403
$43.1K ﹤0.01%
+12,982
2404
$42.9K ﹤0.01%
17,821
-28,823
2405
$42.8K ﹤0.01%
+14,166
2406
$41K ﹤0.01%
+11,162
2407
$40.7K ﹤0.01%
+15,658
2408
$38K ﹤0.01%
+9,411
2409
$37.3K ﹤0.01%
+17,500
2410
$37.2K ﹤0.01%
40,722
+25,271
2411
$36.5K ﹤0.01%
117,371
2412
$36.1K ﹤0.01%
55,000
+44,800
2413
$35.7K ﹤0.01%
+21,528
2414
$34.7K ﹤0.01%
10,000
2415
$32.6K ﹤0.01%
20,501
+7,579
2416
$32.5K ﹤0.01%
+10,713
2417
$30.7K ﹤0.01%
+4,663
2418
$30.4K ﹤0.01%
+33,072
2419
$29.9K ﹤0.01%
11,297
+347
2420
$29.4K ﹤0.01%
+10,287
2421
$29.3K ﹤0.01%
23,643
2422
$29K ﹤0.01%
+4,133
2423
$28.9K ﹤0.01%
45,208
+31,366
2424
$28.7K ﹤0.01%
2,933
+1,210
2425
$27.3K ﹤0.01%
17,176
-4,428
95 96
97
98 99