Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$16.1M
2
+$15.9M
3
+$13.2M
4
SGFY
Signify Health, Inc.
SGFY
+$12.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.69M

Top Sells

1
+$13.7M
2
+$10.7M
3
+$6.63M
4
PLTR icon
Palantir
PLTR
+$4.89M
5
U icon
Unity
U
+$4.8M

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
276
$1.82M 0.04%
8,969
+436
277
$1.78M 0.04%
9,079
+111
278
$1.78M 0.04%
161,482
+9,700
279
$1.75M 0.04%
24,951
-2,027
280
$1.75M 0.04%
9,124
+3,775
281
$1.75M 0.04%
19,441
+1,062
282
$1.75M 0.04%
90,268
+372
283
$1.74M 0.04%
29,142
+148
284
$1.73M 0.04%
6,060
-401
285
$1.73M 0.04%
13,409
-34
286
$1.71M 0.04%
31,211
+3,036
287
$1.7M 0.04%
20,771
+4,790
288
$1.69M 0.04%
4,969
-681
289
$1.66M 0.04%
6,732
-510
290
$1.64M 0.04%
63,824
+8
291
$1.63M 0.04%
48,870
-1,844
292
$1.63M 0.04%
82,039
+50,099
293
$1.62M 0.04%
39,300
-24
294
$1.62M 0.04%
+19,970
295
$1.59M 0.04%
7,494
+458
296
$1.58M 0.03%
37,040
+2,762
297
$1.56M 0.03%
9,659
-11
298
$1.54M 0.03%
28,661
+17
299
$1.54M 0.03%
15,670
-2,282
300
$1.54M 0.03%
6,483
+522
10 11
12
13 14