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
726
$1.85M 0.01%
+10,197
727
$1.84M 0.01%
+39,368
728
$1.83M 0.01%
+102,446
729
$1.81M 0.01%
+193,972
730
$1.81M 0.01%
+54,795
731
$1.81M 0.01%
+27,507
732
$1.8M 0.01%
+16,844
733
$1.8M 0.01%
+53,681
734
$1.8M 0.01%
+11,000
735
$1.8M 0.01%
+28,555
736
$1.8M 0.01%
+24,912
737
$1.78M 0.01%
+39,002
738
$1.78M 0.01%
+74,373
739
$1.78M 0.01%
+28,934
740
$1.78M 0.01%
+60,197
741
$1.78M 0.01%
+29,184
742
$1.77M 0.01%
+40,753
743
$1.76M 0.01%
+52,295
744
$1.75M 0.01%
+51,829
745
$1.75M 0.01%
+23,392
746
$1.75M 0.01%
+34,076
747
$1.73M 0.01%
+13,706
748
$1.73M 0.01%
+16,079
749
$1.73M 0.01%
+12,144
750
$1.73M 0.01%
+27,346
28 29
30
31 32