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
151
$5.49M 0.12%
11,422
-35
152
$5.45M 0.12%
25,643
+3,714
153
$5.33M 0.12%
36,313
-208
154
$5.28M 0.12%
54,624
-61
155
$5.12M 0.11%
241,762
-6,506
156
$5.04M 0.11%
100,105
-5,914
157
$4.99M 0.11%
35,109
+214
158
$4.96M 0.11%
106,776
-7,221
159
$4.88M 0.11%
83,130
+1,709
160
$4.82M 0.11%
+56,857
161
$4.79M 0.11%
88,761
-9,080
162
$4.78M 0.11%
13,739
-2,515
163
$4.7M 0.1%
81,798
+24
164
$4.68M 0.1%
21,056
-284
165
$4.64M 0.1%
88,117
+28,248
166
$4.63M 0.1%
88,070
-1,875
167
$4.62M 0.1%
27,603
+6,641
168
$4.58M 0.1%
59,676
+14,756
169
$4.58M 0.1%
89,678
+8,224
170
$4.49M 0.1%
64,219
-2,293
171
$4.45M 0.1%
15,178
+146
172
$4.44M 0.1%
25,594
-1,600
173
$4.43M 0.1%
29,902
+1,741
174
$4.36M 0.1%
22,563
+3,099
175
$4.36M 0.1%
237,596
+115,742
5 6
7
8 9