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
251
$2.22M 0.05%
31,714
+1,801
252
$2.21M 0.05%
62,529
-5,229
253
$2.19M 0.05%
16,475
-3,871
254
$2.18M 0.05%
11,395
+592
255
$2.12M 0.05%
72,545
-2,207
256
$2.1M 0.05%
148,700
+500
257
$2.1M 0.05%
6,075
+7
258
$2.09M 0.05%
23,991
+21,830
259
$2.08M 0.05%
16,975
-592
260
$2.06M 0.05%
15,957
+13
261
$2.03M 0.04%
34,683
+57
262
$2.02M 0.04%
13,165
-542
263
$2.02M 0.04%
130,637
-12,177
264
$2.02M 0.04%
14,860
+490
265
$1.99M 0.04%
28,124
+28
266
$1.97M 0.04%
7,666
+456
267
$1.96M 0.04%
8,576
-110
268
$1.95M 0.04%
71,780
-1,820
269
$1.95M 0.04%
51,970
-270
270
$1.91M 0.04%
15,247
+113
271
$1.91M 0.04%
30,334
+24,894
272
$1.91M 0.04%
29,775
-1,118
273
$1.89M 0.04%
15,517
+3
274
$1.87M 0.04%
37,607
-4,725
275
$1.85M 0.04%
4,142
+78
9 10
11
12 13