Corient Private Wealth

Corient Private Wealth Portfolio holdings

AUM $63.4B
1-Year Est. Return 19.6%
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.5B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,689
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.79%
2 Healthcare 10.47%
3 Financials 9.34%
4 Industrials 7.36%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.7M 0.1%
+196,717
227
$26.4M 0.1%
+465,062
228
$26.3M 0.1%
+296,792
229
$26.3M 0.1%
+79,313
230
$25.9M 0.09%
+358,246
231
$25.8M 0.09%
+558,971
232
$25.7M 0.09%
+1,038,765
233
$25.7M 0.09%
+103,540
234
$25.5M 0.09%
+341,672
235
$25.4M 0.09%
+333,003
236
$25.1M 0.09%
+510,336
237
$24.9M 0.09%
+141,235
238
$24.9M 0.09%
+602,700
239
$24.7M 0.09%
+157,549
240
$24.7M 0.09%
+652,164
241
$24.7M 0.09%
+491,210
242
$24.3M 0.09%
+252,998
243
$24.2M 0.09%
+307,126
244
$24.1M 0.09%
+90,977
245
$23.5M 0.09%
+357,608
246
$23.4M 0.09%
+223,145
247
$23.3M 0.08%
+256,886
248
$23.1M 0.08%
+278,567
249
$23.1M 0.08%
+59,380
250
$22.2M 0.08%
+316,032