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
376
$905K 0.02%
16,691
-11,568
377
$900K 0.02%
43,024
+574
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$882K 0.02%
16,704
+4
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2,283
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382
$849K 0.02%
10,459
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45,000
-7,000
384
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385
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33,657
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386
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389
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7,120
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390
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43,056
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393
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395
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92,570
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396
$763K 0.02%
12,317
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397
$758K 0.02%
19,537
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398
$752K 0.02%
21,310
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399
$743K 0.02%
5,432
-132
400
$743K 0.02%
27,233
+23
14 15
16
17 18