CPO

Cerity Partners OCIO Portfolio holdings

AUM $1.8B
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$5.95M
3 +$4.41M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.78M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.04M

Sector Composition

1 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-92,803
27
-53,272
28
-41,356