Corient Private Wealth
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Corient Private Wealth’s New Mountain Finance NMFC Stock Holding History

Corient Private Wealth’s Portfolio NMFC Stock Details NMFC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$7.45M Buy
2025
Q1 		– Sell
2024
Q4 		$211K Buy
2024
Q3 		$143K Sell
2024
Q2 		$264K Sell
2024
Q1 		$283K Sell
2023
Q4 		$340K Sell
2023
Q3 		$366K Buy
2023
Q2 		$332K Sell
2023
Q1 		$375K Buy
2022
Q4 		$379K Buy