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
701
$2.01M 0.01%
+67,037
702
$2M 0.01%
+6,120
703
$2M 0.01%
+57,721
704
$1.98M 0.01%
+13,928
705
$1.98M 0.01%
+14,352
706
$1.97M 0.01%
+7,099
707
$1.94M 0.01%
+8,491
708
$1.94M 0.01%
+57,733
709
$1.94M 0.01%
+21,173
710
$1.94M 0.01%
+20,459
711
$1.94M 0.01%
+32,878
712
$1.93M 0.01%
+39,164
713
$1.93M 0.01%
+38,310
714
$1.93M 0.01%
+82,612
715
$1.91M 0.01%
+40,438
716
$1.91M 0.01%
+30,593
717
$1.9M 0.01%
+50,380
718
$1.89M 0.01%
+23,756
719
$1.88M 0.01%
+13,621
720
$1.88M 0.01%
+23,480
721
$1.87M 0.01%
+18,492
722
$1.87M 0.01%
+168,097
723
$1.86M 0.01%
+50,731
724
$1.86M 0.01%
+51,927
725
$1.85M 0.01%
+31,679
27 28
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