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
26
$31.8M 0.7%
227,578
+6,410
27
$29.8M 0.66%
51,778
+1,928
28
$28.4M 0.63%
460,276
+58,963
29
$28.3M 0.62%
209,185
+13,276
30
$28.2M 0.62%
128,872
-2,155
31
$27.9M 0.61%
2,831,581
-1,322,349
32
$27.6M 0.61%
129,938
-29,306
33
$26.8M 0.59%
163,219
-6,770
34
$26.7M 0.59%
490,877
+13,150
35
$26.4M 0.58%
134,761
+32,964
36
$25.9M 0.57%
66,289
+762
37
$25.4M 0.56%
235,128
+6,377
38
$24.9M 0.55%
216,508
+14,399
39
$24.4M 0.54%
324,934
-3,594
40
$24.2M 0.53%
75,683
-466
41
$23.5M 0.52%
156,311
-2,602
42
$23.3M 0.51%
180,362
+793
43
$22.7M 0.5%
50,619
-390
44
$21.7M 0.48%
196,627
+7,017
45
$21.4M 0.47%
272,565
+76,829
46
$21.2M 0.47%
77,735
+5,012
47
$20.2M 0.44%
136,796
+6,233
48
$19.8M 0.44%
353,770
+4,259
49
$19.5M 0.43%
71,828
+1,739
50
$19.3M 0.43%
1,585,008
-22,250
1
2
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