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
651
$200K ﹤0.01%
1,588
-1,075
652
$197K ﹤0.01%
19,700
653
$192K ﹤0.01%
54
654
$180K ﹤0.01%
18,000
655
$177K ﹤0.01%
17,292
+392
656
$172K ﹤0.01%
30,410
657
$169K ﹤0.01%
2,778
658
$169K ﹤0.01%
10,041
659
$160K ﹤0.01%
10,009
+9
660
$160K ﹤0.01%
+10,003
661
$150K ﹤0.01%
14,841
+61
662
$146K ﹤0.01%
1,250
-375
663
$131K ﹤0.01%
+3,879
664
$126K ﹤0.01%
10,532
665
$125K ﹤0.01%
10,000
666
$111K ﹤0.01%
500
667
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10,000
668
$98K ﹤0.01%
10,000
669
$91K ﹤0.01%
12,307
670
$87K ﹤0.01%
16,000
-2,800
671
$82K ﹤0.01%
12,640
672
$80K ﹤0.01%
12,110
673
$72K ﹤0.01%
+2,160
674
$66K ﹤0.01%
13,931
-57
675
$57K ﹤0.01%
10,448
-337
25 26
27
28 29