Corient Private Wealth
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Corient Private Wealth’s Moelis & Co MC Stock Holding History

Corient Private Wealth’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$228K Buy
+3,657
New +$228K ﹤0.01% 2238
2025
Q1 		– Sell
-5,569
Closed -$411K – 2377
2024
Q4 		$411K Buy
5,569
+691
+14% +$51.1K ﹤0.01% 1719
2024
Q3 		$334K Buy
+4,878
New +$334K ﹤0.01% 1938