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
651
$2.48M 0.01%
+138,118
652
$2.47M 0.01%
+28,280
653
$2.47M 0.01%
+7,478
654
$2.46M 0.01%
+29,672
655
$2.46M 0.01%
+77,313
656
$2.45M 0.01%
+99,140
657
$2.42M 0.01%
+28,384
658
$2.4M 0.01%
+59,496
659
$2.38M 0.01%
+71,021
660
$2.38M 0.01%
+9,250
661
$2.34M 0.01%
+59,453
662
$2.34M 0.01%
+59,344
663
$2.33M 0.01%
+75,974
664
$2.33M 0.01%
+28,907
665
$2.32M 0.01%
+38,332
666
$2.32M 0.01%
+94,934
667
$2.31M 0.01%
+22,176
668
$2.31M 0.01%
+13,543
669
$2.29M 0.01%
+6,762
670
$2.25M 0.01%
+38,984
671
$2.25M 0.01%
+64,637
672
$2.21M 0.01%
+21,241
673
$2.21M 0.01%
+77,088
674
$2.21M 0.01%
+62,039
675
$2.2M 0.01%
+72,323
25 26
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