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
301
$1.53M 0.03%
53,085
+72
302
$1.52M 0.03%
14,038
-2,226
303
$1.52M 0.03%
29,195
+4,032
304
$1.52M 0.03%
7,280
-1,118
305
$1.51M 0.03%
26,625
+19
306
$1.5M 0.03%
7,185
+24
307
$1.46M 0.03%
+20,347
308
$1.46M 0.03%
26,667
+1,414
309
$1.46M 0.03%
7,523
+66
310
$1.45M 0.03%
6,373
+1,350
311
$1.45M 0.03%
57,796
+5,460
312
$1.44M 0.03%
24,087
-8,272
313
$1.44M 0.03%
30,666
-2,309
314
$1.43M 0.03%
7,499
+511
315
$1.43M 0.03%
3,965
+197
316
$1.42M 0.03%
11,099
+877
317
$1.41M 0.03%
5,021
-396
318
$1.41M 0.03%
18,183
+1,189
319
$1.4M 0.03%
14,281
-578
320
$1.36M 0.03%
32,927
-2,163
321
$1.33M 0.03%
62,226
322
$1.32M 0.03%
36,200
+1,200
323
$1.31M 0.03%
18,598
+178
324
$1.29M 0.03%
16,497
+1,077
325
$1.29M 0.03%
17,085
+14,460
11 12
13
14 15