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
2426
$27.3K ﹤0.01%
10,454
2427
$26.5K ﹤0.01%
34,565
+1,688
2428
$26.1K ﹤0.01%
15,623
-5,704
2429
$25.7K ﹤0.01%
+15,235
2430
$25.7K ﹤0.01%
+10,419
2431
$25.7K ﹤0.01%
+10,693
2432
$25.4K ﹤0.01%
+3,907
2433
$25.3K ﹤0.01%
+17,912
2434
$25K ﹤0.01%
+12,380
2435
$24K ﹤0.01%
15,515
+5,020
2436
$23.9K ﹤0.01%
11,382
-70
2437
$23.8K ﹤0.01%
+22,031
2438
$23.8K ﹤0.01%
+39,293
2439
$23.6K ﹤0.01%
29,904
-793,230
2440
$22K ﹤0.01%
37,069
2441
$18.7K ﹤0.01%
+14,726
2442
$18.2K ﹤0.01%
14,355
+677
2443
$16.8K ﹤0.01%
+34,337
2444
$16.3K ﹤0.01%
13,727
+2,727
2445
$16.3K ﹤0.01%
+10,515
2446
$16.3K ﹤0.01%
12,812
2447
$15.7K ﹤0.01%
19,520
+6,208
2448
$15.1K ﹤0.01%
+13,761
2449
$15.1K ﹤0.01%
13,106
+2,606
2450
$14.9K ﹤0.01%
14,200
-1,093
96 97
98
99 100