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
501
$416K 0.01%
+4,863
502
$415K 0.01%
3,643
-50
503
$408K 0.01%
19,151
+1,623
504
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8,430
505
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594
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506
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9,930
+360
507
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12,893
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508
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7,422
-25
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2,035
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510
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511
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3,064
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512
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513
$389K 0.01%
15,454
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514
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325
515
$386K 0.01%
2,701
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516
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520
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$374K 0.01%
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522
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8,040
523
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6,116
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524
$367K 0.01%
13,820
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525
$365K 0.01%
4,305
+14
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22 23