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
351
$1.07M 0.02%
25,773
-352
352
$1.06M 0.02%
13,285
+5,500
353
$1.06M 0.02%
13,131
-1,338
354
$1.05M 0.02%
12,873
-693
355
$1.04M 0.02%
9,572
-144
356
$1.03M 0.02%
6,785
-124
357
$1.03M 0.02%
6,876
+163
358
$1.03M 0.02%
4,282
+568
359
$1.03M 0.02%
8,821
+2,329
360
$1.02M 0.02%
20,202
-218
361
$1.01M 0.02%
6,408
+193
362
$1M 0.02%
36,713
-97
363
$990K 0.02%
5,850
+6
364
$981K 0.02%
13,820
365
$977K 0.02%
33,739
-24,177
366
$975K 0.02%
8,735
+299
367
$969K 0.02%
27,756
+4,301
368
$960K 0.02%
55,464
+1,770
369
$957K 0.02%
5,655
+1,892
370
$956K 0.02%
13,093
+393
371
$941K 0.02%
33,900
-4,000
372
$920K 0.02%
8,321
+1,576
373
$917K 0.02%
3,497
-592
374
$915K 0.02%
4,490
+2
375
$909K 0.02%
6,980
+377
13 14
15
16 17