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
126
$7.33M 0.16%
437,827
+154,605
127
$7.25M 0.16%
19,260
+1,034
128
$7.1M 0.16%
165,144
-9,137
129
$6.96M 0.15%
26,240
+82
130
$6.93M 0.15%
28,663
+1,114
131
$6.92M 0.15%
28,945
+1,069
132
$6.83M 0.15%
315,588
-640
133
$6.71M 0.15%
70,776
+2,963
134
$6.63M 0.15%
60,748
+19,314
135
$6.57M 0.14%
75,426
+997
136
$6.45M 0.14%
156,310
137
$6.37M 0.14%
151,074
-33,002
138
$6.35M 0.14%
70,037
+865
139
$6.23M 0.14%
10,007
+752
140
$6.13M 0.13%
83,697
-4,100
141
$6.09M 0.13%
131,181
+4,778
142
$6.06M 0.13%
108,479
-545
143
$6.05M 0.13%
264,958
+4,074
144
$5.97M 0.13%
112,139
-7,581
145
$5.97M 0.13%
27,308
+261
146
$5.88M 0.13%
27,918
+2,248
147
$5.62M 0.12%
76,069
-299
148
$5.56M 0.12%
43,833
-6,064
149
$5.53M 0.12%
105,387
-1,495
150
$5.51M 0.12%
30,242
-218
4 5
6
7 8