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
376
$9.43M 0.03%
+106,385
377
$9.41M 0.03%
+171,148
378
$9.33M 0.03%
+137,840
379
$9.3M 0.03%
+129,328
380
$9.24M 0.03%
+213,642
381
$9.23M 0.03%
+222,938
382
$9.23M 0.03%
+297,775
383
$9.21M 0.03%
+53,181
384
$9.17M 0.03%
+339,335
385
$9.14M 0.03%
+197,280
386
$9.08M 0.03%
+68,829
387
$8.95M 0.03%
+55,692
388
$8.93M 0.03%
+296,850
389
$8.93M 0.03%
+73,010
390
$8.82M 0.03%
+129,563
391
$8.81M 0.03%
+17,189
392
$8.76M 0.03%
+88,790
393
$8.64M 0.03%
+86,846
394
$8.51M 0.03%
+217,407
395
$8.45M 0.03%
+185,719
396
$8.43M 0.03%
+263,715
397
$8.4M 0.03%
+384,156
398
$8.31M 0.03%
+308,292
399
$8.31M 0.03%
+4,118
400
$8.21M 0.03%
+78,078
14 15
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