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
676
$2.19M 0.01%
+34,435
677
$2.19M 0.01%
+50,910
678
$2.18M 0.01%
+20,447
679
$2.17M 0.01%
+18,238
680
$2.17M 0.01%
+39,669
681
$2.16M 0.01%
+36,557
682
$2.15M 0.01%
+23,237
683
$2.14M 0.01%
+3,247
684
$2.14M 0.01%
+48,595
685
$2.13M 0.01%
+130,350
686
$2.11M 0.01%
+166,396
687
$2.11M 0.01%
+14,671
688
$2.1M 0.01%
+45,881
689
$2.09M 0.01%
+33,700
690
$2.09M 0.01%
+9,392
691
$2.07M 0.01%
+99,973
692
$2.07M 0.01%
+8,979
693
$2.06M 0.01%
+23,347
694
$2.06M 0.01%
+23,756
695
$2.05M 0.01%
+6,644
696
$2.05M 0.01%
+23,365
697
$2.04M 0.01%
+11,213
698
$2.04M 0.01%
+61,986
699
$2.04M 0.01%
+9,919
700
$2.03M 0.01%
+12,817
26 27
28
29 30