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
$60.3B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$89.1M
3
+$81.3M
4
HD icon
Home Depot
HD
+$79.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$79.2M

Top Sells

1
+$388M
2
+$274M
3
+$200M
4
ITW icon
Illinois Tool Works
ITW
+$171M
5
MSFT icon
Microsoft
MSFT
+$161M

Sector Composition

1 Technology 21.12%
2 Financials 11.55%
3 Healthcare 9.27%
4 Consumer Discretionary 7.86%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
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-8,115
2477
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-34,471
2478
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-6,799
2479
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-10,000
2480
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2481
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-8,574
2482
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-16,839
2483
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-31,500
2484
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-2,185
2485
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-3,200
2486
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2487
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-66,507
2488
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-8,956
2489
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-10,726
2490
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-12,687
2491
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2492
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2493
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2494
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2495
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-10,000
2496
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-12,874
2497
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-11,000
2498
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-4,437
2499
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-45,350
2500
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-12,276
98 99
100
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