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
526
$4.44M 0.02%
+50,711
527
$4.42M 0.02%
+51,331
528
$4.42M 0.02%
+145,076
529
$4.41M 0.02%
+30,926
530
$4.41M 0.02%
+35,240
531
$4.35M 0.02%
+37,022
532
$4.33M 0.02%
+63,414
533
$4.32M 0.02%
+64,688
534
$4.28M 0.02%
+52,521
535
$4.25M 0.02%
+33,325
536
$4.25M 0.02%
+24,252
537
$4.24M 0.02%
+186,616
538
$4.19M 0.02%
+67,979
539
$4.18M 0.02%
+61,684
540
$4.18M 0.02%
+31,408
541
$4.14M 0.02%
+30,816
542
$4.11M 0.01%
+32,643
543
$4.07M 0.01%
+110,180
544
$4.06M 0.01%
+84,893
545
$4.05M 0.01%
+52,267
546
$3.98M 0.01%
+23,796
547
$3.96M 0.01%
+55,185
548
$3.94M 0.01%
+59,889
549
$3.94M 0.01%
+14,250
550
$3.92M 0.01%
+333,521
20 21
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