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
451
$6.2M 0.02%
+68,251
452
$6.17M 0.02%
+19,826
453
$6.13M 0.02%
+98,361
454
$6.13M 0.02%
+186,894
455
$6.11M 0.02%
+213,022
456
$6.02M 0.02%
+40,134
457
$6.01M 0.02%
+102,434
458
$5.99M 0.02%
+24,962
459
$5.95M 0.02%
+79,400
460
$5.91M 0.02%
+125,383
461
$5.87M 0.02%
+17,728
462
$5.79M 0.02%
+51,288
463
$5.78M 0.02%
+38,787
464
$5.78M 0.02%
+112,945
465
$5.72M 0.02%
+146,504
466
$5.67M 0.02%
+230,990
467
$5.64M 0.02%
+68,539
468
$5.62M 0.02%
+74,128
469
$5.61M 0.02%
+200,150
470
$5.56M 0.02%
+115,896
471
$5.53M 0.02%
+98,462
472
$5.48M 0.02%
+96,108
473
$5.45M 0.02%
+115,768
474
$5.44M 0.02%
+610,324
475
$5.44M 0.02%
+133,523
17 18
19
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