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
526
$364K 0.01%
7,026
+390
527
$362K 0.01%
+336
528
$362K 0.01%
1,450
+27
529
$361K 0.01%
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$361K 0.01%
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531
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+8,700
532
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2,091
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533
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876
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535
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536
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11,886
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537
$351K 0.01%
8,402
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538
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10,716
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539
$349K 0.01%
9,168
540
$349K 0.01%
4,247
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541
$346K 0.01%
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$343K 0.01%
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$341K 0.01%
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544
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$332K 0.01%
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546
$331K 0.01%
3,750
-241
547
$328K 0.01%
4,673
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548
$326K 0.01%
9,784
-3,700
549
$324K 0.01%
2,698
-371
550
$321K 0.01%
2,143
20 21
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