Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$16.1M
2
+$15.9M
3
+$13.2M
4
SGFY
Signify Health, Inc.
SGFY
+$12.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.69M

Top Sells

1
+$13.7M
2
+$10.7M
3
+$6.63M
4
PLTR icon
Palantir
PLTR
+$4.89M
5
U icon
Unity
U
+$4.8M

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
676
$45K ﹤0.01%
1,230
677
$32K ﹤0.01%
13,167
+244
678
$25K ﹤0.01%
4,000
679
$24K ﹤0.01%
213,500
680
$21K ﹤0.01%
15,000
681
$15K ﹤0.01%
200
682
$10K ﹤0.01%
20,000
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26 27
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29 30