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 Buys

1
+$1.08B
2
+$936M
3
+$430M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$399M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$384M

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
276
$18.7M 0.07%
+75,358
277
$18.4M 0.07%
+402,633
278
$18.4M 0.07%
+234,159
279
$18.3M 0.07%
+772,263
280
$18.1M 0.07%
+286,649
281
$18M 0.07%
+86,802
282
$17.9M 0.07%
+263,085
283
$17.9M 0.06%
+322,802
284
$17.9M 0.06%
+239,531
285
$17.7M 0.06%
+237,327
286
$17.6M 0.06%
+105,397
287
$17.6M 0.06%
+225,919
288
$17.5M 0.06%
+729,051
289
$17.4M 0.06%
+205,349
290
$16.9M 0.06%
+1,421,326
291
$16.6M 0.06%
+89,844
292
$16.5M 0.06%
+102,727
293
$16.5M 0.06%
+334,525
294
$16.5M 0.06%
+145,496
295
$16.4M 0.06%
+95,851
296
$16M 0.06%
+114,187
297
$15.8M 0.06%
+733,505
298
$15.7M 0.06%
+122,789
299
$15.5M 0.06%
+114,657
300
$15.4M 0.06%
+219,740
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