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
626
$2.8M 0.01%
+44,634
627
$2.79M 0.01%
+57,579
628
$2.76M 0.01%
+79,242
629
$2.75M 0.01%
+59,172
630
$2.75M 0.01%
+32,884
631
$2.75M 0.01%
+29,203
632
$2.74M 0.01%
+21,914
633
$2.73M 0.01%
+8,082
634
$2.73M 0.01%
+19,375
635
$2.71M 0.01%
+31,758
636
$2.71M 0.01%
+125,521
637
$2.7M 0.01%
+25,604
638
$2.68M 0.01%
+9,532
639
$2.68M 0.01%
+41,355
640
$2.66M 0.01%
+31,653
641
$2.65M 0.01%
+21,629
642
$2.65M 0.01%
+106,300
643
$2.64M 0.01%
+56,490
644
$2.64M 0.01%
+75,680
645
$2.6M 0.01%
+67,201
646
$2.56M 0.01%
+108,158
647
$2.56M 0.01%
+104,740
648
$2.55M 0.01%
+32,903
649
$2.53M 0.01%
+109,515
650
$2.49M 0.01%
+188,936
24 25
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