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
51
$18.4M 0.41%
83,697
+4,503
52
$18.3M 0.4%
378,130
+36,150
53
$17.7M 0.39%
518,425
+44,393
54
$17.3M 0.38%
42,385
-2
55
$17.2M 0.38%
1,087,198
-85,920
56
$16.7M 0.37%
148,124
-2,168
57
$16.5M 0.36%
56,858
+1,944
58
$16.2M 0.36%
265,620
-61,370
59
$15.9M 0.35%
104,837
+807
60
$15.8M 0.35%
41,821
+4,368
61
$15.7M 0.35%
514,816
-12,630
62
$15.2M 0.34%
102,945
-14,910
63
$15.2M 0.34%
230,751
-2,204
64
$15.2M 0.33%
58,611
+2,040
65
$15.1M 0.33%
47,395
+18,637
66
$14.8M 0.33%
+195,612
67
$14.3M 0.32%
168,874
+22,310
68
$14.3M 0.31%
72,188
-1,983
69
$14.2M 0.31%
522,302
-2,298
70
$14.1M 0.31%
128,614
+855
71
$14.1M 0.31%
50,259
+2,463
72
$13.9M 0.31%
67,947
-1
73
$13.6M 0.3%
31,995
-202
74
$13.5M 0.3%
266,840
-80,483
75
$13.4M 0.29%
131,255
-3,175
1 2
3
4 5