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
201
$3.29M 0.07%
12,826
+961
202
$3.24M 0.07%
13,688
+1,321
203
$3.19M 0.07%
92,571
-4,101
204
$3.17M 0.07%
11,342
-30
205
$3.17M 0.07%
27,159
-1,667
206
$3.14M 0.07%
18,200
+532
207
$3.11M 0.07%
23,399
-361
208
$3.09M 0.07%
410,312
-68,499
209
$3.06M 0.07%
12,937
210
$3.06M 0.07%
59,494
-15,028
211
$3.04M 0.07%
15,198
+5,306
212
$2.94M 0.06%
30,209
-1,832
213
$2.93M 0.06%
19,622
-3,052
214
$2.93M 0.06%
64,269
+18,831
215
$2.87M 0.06%
13,090
+383
216
$2.82M 0.06%
23,142
+1,539
217
$2.8M 0.06%
38,955
-419
218
$2.77M 0.06%
13,350
+799
219
$2.75M 0.06%
10,536
-4,635
220
$2.71M 0.06%
57,495
+37,078
221
$2.69M 0.06%
11,206
-1,569
222
$2.68M 0.06%
18,990
-12,500
223
$2.68M 0.06%
6,824
+3
224
$2.67M 0.06%
17,855
-2,380
225
$2.64M 0.06%
121,680
+5,855
7 8
9
10 11