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
551
$318K 0.01%
6,759
+108
552
$318K 0.01%
5,024
+100
553
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20,086
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554
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$312K 0.01%
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556
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11,090
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557
$308K 0.01%
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558
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-1,634
559
$306K 0.01%
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560
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561
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6,348
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562
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563
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-56
564
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12,290
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565
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7,834
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568
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$293K 0.01%
821
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4,341
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571
$290K 0.01%
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572
$289K 0.01%
8,940
573
$289K 0.01%
1,711
+224
574
$288K 0.01%
11,500
575
$287K 0.01%
+1,213
21 22
23
24 25