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
326
$1.29M 0.03%
41,206
327
$1.28M 0.03%
9,689
+296
328
$1.27M 0.03%
7,607
+253
329
$1.27M 0.03%
44,585
-3,500
330
$1.26M 0.03%
10,996
+229
331
$1.26M 0.03%
7,186
-476
332
$1.25M 0.03%
1,999
+2
333
$1.24M 0.03%
4,114
+676
334
$1.23M 0.03%
3
-3
335
$1.23M 0.03%
9,584
+3,604
336
$1.22M 0.03%
27,178
+7,667
337
$1.21M 0.03%
21,605
-1,348
338
$1.21M 0.03%
10,409
+2
339
$1.2M 0.03%
45,130
-3,733
340
$1.17M 0.03%
13,187
341
$1.16M 0.03%
18,631
+1,251
342
$1.15M 0.03%
26,392
+11
343
$1.14M 0.03%
20,134
-936
344
$1.14M 0.03%
16,555
-720
345
$1.13M 0.02%
10,261
-10,205
346
$1.13M 0.02%
33,217
347
$1.13M 0.02%
80,000
-20,100
348
$1.12M 0.02%
11,120
+2
349
$1.08M 0.02%
24,276
+18
350
$1.08M 0.02%
6,725
+48
12 13
14
15 16