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
551
$3.91M 0.01%
+109,105
552
$3.9M 0.01%
+57,728
553
$3.87M 0.01%
+45,791
554
$3.87M 0.01%
+81,899
555
$3.86M 0.01%
+16,944
556
$3.84M 0.01%
+26,991
557
$3.81M 0.01%
+27,126
558
$3.79M 0.01%
+23,807
559
$3.79M 0.01%
+127,782
560
$3.79M 0.01%
+120,343
561
$3.75M 0.01%
+76,905
562
$3.74M 0.01%
+60,347
563
$3.71M 0.01%
+26,995
564
$3.67M 0.01%
+41,291
565
$3.62M 0.01%
+19,842
566
$3.62M 0.01%
+48,759
567
$3.62M 0.01%
+71,284
568
$3.59M 0.01%
+40,695
569
$3.54M 0.01%
+20,191
570
$3.51M 0.01%
+110,800
571
$3.49M 0.01%
+29,460
572
$3.47M 0.01%
+32,360
573
$3.46M 0.01%
+34,785
574
$3.46M 0.01%
+74,285
575
$3.44M 0.01%
+72,542
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