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
576
$3.42M 0.01%
+96,300
577
$3.39M 0.01%
+44,301
578
$3.38M 0.01%
+107,796
579
$3.38M 0.01%
+13,117
580
$3.36M 0.01%
+34,546
581
$3.36M 0.01%
+156,666
582
$3.34M 0.01%
+101,740
583
$3.33M 0.01%
+78,065
584
$3.32M 0.01%
+11,886
585
$3.31M 0.01%
+57,660
586
$3.31M 0.01%
+180,627
587
$3.31M 0.01%
+16,065
588
$3.29M 0.01%
+48,206
589
$3.25M 0.01%
+60,319
590
$3.23M 0.01%
+28,143
591
$3.21M 0.01%
+69,120
592
$3.17M 0.01%
+96,649
593
$3.16M 0.01%
+150,539
594
$3.15M 0.01%
+49,140
595
$3.13M 0.01%
+16,322
596
$3.12M 0.01%
+88,992
597
$3.11M 0.01%
+208,389
598
$3.11M 0.01%
+178,471
599
$3.1M 0.01%
+36,618
600
$3.08M 0.01%
+61,078
22 23
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