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
476
$5.44M 0.02%
+58,628
477
$5.43M 0.02%
+83,692
478
$5.43M 0.02%
+132,416
479
$5.42M 0.02%
+118,602
480
$5.42M 0.02%
+3,747
481
$5.38M 0.02%
+37,854
482
$5.36M 0.02%
+130,433
483
$5.34M 0.02%
+25,259
484
$5.34M 0.02%
+155,852
485
$5.33M 0.02%
+53,099
486
$5.32M 0.02%
+287,808
487
$5.31M 0.02%
+284,484
488
$5.3M 0.02%
+68,901
489
$5.3M 0.02%
+53,629
490
$5.28M 0.02%
+14,866
491
$5.28M 0.02%
+82,543
492
$5.26M 0.02%
+17,494
493
$5.25M 0.02%
+15,268
494
$5.23M 0.02%
+50,062
495
$5.22M 0.02%
+89,314
496
$5.2M 0.02%
+56,791
497
$5.19M 0.02%
+179,882
498
$5.18M 0.02%
+194,984
499
$5.12M 0.02%
+88,784
500
$5.11M 0.02%
+139,833
18 19
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