Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
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
+$16.1M
2
+$15.9M
3
+$13.2M
4
SGFY
Signify Health, Inc.
SGFY
+$12.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.69M

Top Sells

1
+$13.7M
2
+$10.7M
3
+$6.63M
4
PLTR icon
Palantir
PLTR
+$4.89M
5
U icon
Unity
U
+$4.8M

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
176
$4.34M 0.1%
17,326
177
$4.26M 0.09%
34,388
+1,736
178
$4.24M 0.09%
124,230
-1,583
179
$4.21M 0.09%
12,564
+2,778
180
$4.15M 0.09%
72,802
+11,176
181
$4.11M 0.09%
36,300
-31
182
$4.02M 0.09%
32,702
-1,644
183
$4.01M 0.09%
34,944
+161
184
$3.81M 0.08%
31,440
+1,932
185
$3.68M 0.08%
18,695
-236
186
$3.67M 0.08%
84,488
-3,282
187
$3.66M 0.08%
24,217
-13
188
$3.63M 0.08%
15,153
-558
189
$3.63M 0.08%
36,290
+515
190
$3.59M 0.08%
48,259
+5,859
191
$3.57M 0.08%
60,034
-845
192
$3.54M 0.08%
173,633
-179
193
$3.51M 0.08%
5,805
-34
194
$3.5M 0.08%
47,663
+7,377
195
$3.5M 0.08%
27,730
-40,580
196
$3.48M 0.08%
38,960
+11,279
197
$3.42M 0.08%
197,190
+2,136
198
$3.41M 0.08%
90,309
-355
199
$3.36M 0.07%
32,494
+1,459
200
$3.29M 0.07%
16,446
-1,391
6 7
8
9 10