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
401
$741K 0.02%
15,384
+8,500
402
$737K 0.02%
15,246
+4,357
403
$726K 0.02%
1,854
-772
404
$725K 0.02%
9,150
-1,183
405
$723K 0.02%
4,309
-24,667
406
$712K 0.02%
6,440
+501
407
$710K 0.02%
3,225
+14
408
$706K 0.02%
12,042
+2,010
409
$706K 0.02%
49,892
-2,674
410
$702K 0.02%
70,000
411
$696K 0.02%
1,734
412
$695K 0.02%
6,607
+2,997
413
$694K 0.02%
11,554
+1,027
414
$693K 0.02%
9,770
-207
415
$692K 0.02%
31,419
416
$684K 0.02%
5,954
417
$658K 0.01%
10,025
+2,134
418
$652K 0.01%
3,326
-308
419
$652K 0.01%
7,949
+314
420
$641K 0.01%
4,409
-887
421
$635K 0.01%
20,045
-1,475
422
$629K 0.01%
30,000
423
$622K 0.01%
1,504
424
$619K 0.01%
6,286
-1,720
425
$618K 0.01%
3,394
-18
15 16
17
18 19