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
$4.55B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$14.8M
3
+$12.9M
4
SGFY
Signify Health, Inc.
SGFY
+$8.44M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.5M

Top Sells

1
+$13M
2
+$10.1M
3
+$6.22M
4
U icon
Unity
U
+$5.12M
5
PLTR icon
Palantir
PLTR
+$4.89M

Sector Composition

1 Technology 17.71%
2 Financials 10.96%
3 Industrials 10.79%
4 Healthcare 8.98%
5 Consumer Discretionary 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.62M 0.06%
48,943
-188
227
$2.62M 0.06%
41,003
+12
228
$2.6M 0.06%
59,504
-167
229
$2.6M 0.06%
35,628
-839
230
$2.58M 0.06%
11,148
-18
231
$2.53M 0.06%
31,722
+2,484
232
$2.53M 0.06%
116,991
+846
233
$2.5M 0.06%
12,511
+484
234
$2.5M 0.05%
97,498
-4,906
235
$2.49M 0.05%
46,890
+4,953
236
$2.49M 0.05%
16,724
-94
237
$2.48M 0.05%
102,004
-2,485
238
$2.46M 0.05%
8,595
+17
239
$2.45M 0.05%
72,084
+4,731
240
$2.43M 0.05%
15,550
+604
241
$2.38M 0.05%
7,029
-9,350
242
$2.37M 0.05%
20,019
-942
243
$2.36M 0.05%
84,341
+13,045
244
$2.33M 0.05%
8,515
-149
245
$2.32M 0.05%
57,000
+4,020
246
$2.3M 0.05%
2,907
+41
247
$2.29M 0.05%
104,748
-3,294
248
$2.28M 0.05%
30,735
+551
249
$2.26M 0.05%
23,010
+965
250
$2.24M 0.05%
73,164
-8,450
8 9
10
11 12