Corient Private Wealth Portfolio holdings
AUM
$149B
1-Year Est. Return
21.99%
This Fund
S&P 500
1 Year Est. Return
+21.99%
AUM
$149B
AUM Growth
+$85.3B
(+134%)
Holding
2,837
Top Buys
| 1 | +$19.2B | |
| 2 | +$12.8B | |
| 3 | +$12.2B | |
| 4 |
Tesla
TSLA
|
+$9.57B |
| 5 |
Microsoft
MSFT
|
+$9.28B |
Top Sells
| 1 | +$93.4M | |
| 2 | +$84.6M | |
| 3 | +$40.9M | |
| 4 |
CarMax
KMX
|
+$38.4M |
| 5 |
Avantor
AVTR
|
+$27.7M |
Sector Composition
| 1 | Technology | 20.44% |
| 2 | Financials | 10.09% |
| 3 | Healthcare | 7.21% |
| 4 | Communication Services | 6.87% |
| 5 | Consumer Discretionary | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLI
2826
Standard Lithium
SLI
$1.06B
| – | – |
-10,100
|
|
||
2827
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$25.8B
| – | – |
-1,150
|
|
||
2828
Suburban Propane Partners
SPH
$1.36B
| – | – |
-14,368
|
|
||
2829
SPS Commerce
SPSC
$2.32B
| – | – |
-3,720
|
|
||
2830
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.59B
| – | – |
-16,293
|
|
||
2831
ProShares UltraPro Short S&P 500
SPXU
$507M
| – | – |
-4,000
|
|
||
2832
SoundThinking
SSTI
$88.3M
| – | – |
-103,158
|
|
||
2833
Taboola.com
TBLA
$913M
| – | – |
-49,831
|
|
||
2834
TriSalus Life Sciences
TLSI
$276M
| – | – |
-75,700
|
|
||
2835
Tennant Co
TNC
$1.1B
| – | – |
-7,917
|
|