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
101
$9.92M 0.22%
126,801
+19,966
102
$9.84M 0.22%
112,462
+7,813
103
$9.52M 0.21%
161,774
+10,890
104
$9.28M 0.2%
234,916
+32,505
105
$9.21M 0.2%
53,072
+1,079
106
$9.09M 0.2%
72,553
+5,522
107
$8.98M 0.2%
108,996
+59,319
108
$8.85M 0.19%
74,894
-4,328
109
$8.73M 0.19%
205,738
-22,678
110
$8.7M 0.19%
140,768
+30,352
111
$8.58M 0.19%
44,485
+721
112
$8.44M 0.19%
+472,545
113
$8.33M 0.18%
96,950
+11,869
114
$8.28M 0.18%
31,365
+1,116
115
$8.28M 0.18%
207,922
+1,372
116
$8.28M 0.18%
343,620
+8,055
117
$8.24M 0.18%
42,878
+197
118
$8.09M 0.18%
47,861
+362
119
$8.06M 0.18%
165,141
-1,981
120
$8.05M 0.18%
138,447
+9,439
121
$8.04M 0.18%
55,330
-441
122
$7.93M 0.17%
84,159
+4,732
123
$7.85M 0.17%
50,504
+3,857
124
$7.63M 0.17%
243,728
+19,720
125
$7.45M 0.16%
64,129
+2,985
3 4
5
6 7