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
626
$226K 0.01%
13,785
-34
627
$225K 0.01%
6,151
628
$225K 0.01%
7,596
+23
629
$223K ﹤0.01%
5,295
-188
630
$223K ﹤0.01%
1,969
+59
631
$218K ﹤0.01%
1,896
-493
632
$218K ﹤0.01%
1,112
+21
633
$217K ﹤0.01%
+3,030
634
$216K ﹤0.01%
+5,263
635
$215K ﹤0.01%
3,531
+1
636
$214K ﹤0.01%
7,190
637
$214K ﹤0.01%
+1,559
638
$213K ﹤0.01%
5,572
639
$212K ﹤0.01%
+2,867
640
$211K ﹤0.01%
8,004
+336
641
$209K ﹤0.01%
7,391
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642
$206K ﹤0.01%
5,772
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643
$206K ﹤0.01%
+1,034
644
$204K ﹤0.01%
11,551
645
$204K ﹤0.01%
+280
646
$204K ﹤0.01%
+5,872
647
$202K ﹤0.01%
2,295
+398
648
$202K ﹤0.01%
1,399
-548
649
$201K ﹤0.01%
20,000
-5,904
650
$200K ﹤0.01%
+2,368
24 25
26
27 28