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
$1.51B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Energy 0.02%
2 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-16,678
27
-226,259