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
76
$13.1M 0.29%
99,328
-1,814
77
$13M 0.29%
185,231
+32,514
78
$12.9M 0.28%
96,943
+15,606
79
$12.8M 0.28%
190,075
-2,310
80
$12.3M 0.27%
246,947
+8,958
81
$12.3M 0.27%
50,887
+954
82
$11.9M 0.26%
108,416
+31,088
83
$11.7M 0.26%
44,537
+444
84
$11.6M 0.26%
38,730
-1,488
85
$11.6M 0.26%
195,955
+17,766
86
$11.5M 0.25%
32,077
+2,959
87
$11.5M 0.25%
58,461
+8,446
88
$11.3M 0.25%
109,496
-27
89
$11.2M 0.25%
13,390
-376
90
$11.2M 0.25%
110,434
+2,543
91
$10.9M 0.24%
188,775
+27,368
92
$10.5M 0.23%
110,632
-2,464
93
$10.5M 0.23%
132,994
+1,607
94
$10.5M 0.23%
121,834
+8,339
95
$10.4M 0.23%
19,339
-182
96
$10.2M 0.23%
398,052
-2,100
97
$10.1M 0.22%
38,168
-384
98
$10.1M 0.22%
465,575
+14,308
99
$9.96M 0.22%
152,234
+3,375
100
$9.95M 0.22%
79,319
-1,576
2 3
4
5 6