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
426
$617K 0.01%
15,071
+12
427
$613K 0.01%
12,244
-5,530
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$603K 0.01%
254
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429
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431
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21,557
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432
$588K 0.01%
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436
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15,283
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437
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10,082
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439
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440
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445
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446
$541K 0.01%
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447
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37,808
-1,358
448
$531K 0.01%
4,983
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449
$529K 0.01%
5,139
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450
$528K 0.01%
21,298
16 17
18
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