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
751
$1.72M 0.01%
+53,200
752
$1.72M 0.01%
+11,205
753
$1.72M 0.01%
+61,871
754
$1.7M 0.01%
+31,310
755
$1.69M 0.01%
+16,518
756
$1.69M 0.01%
+10,800
757
$1.68M 0.01%
+26,522
758
$1.67M 0.01%
+55,220
759
$1.67M 0.01%
+55,152
760
$1.67M 0.01%
+23,625
761
$1.67M 0.01%
+35,010
762
$1.67M 0.01%
+40,730
763
$1.65M 0.01%
+16,116
764
$1.65M 0.01%
+132,501
765
$1.65M 0.01%
+48,170
766
$1.64M 0.01%
+11,520
767
$1.63M 0.01%
+29,029
768
$1.62M 0.01%
+41,050
769
$1.62M 0.01%
+115,957
770
$1.61M 0.01%
+29,757
771
$1.61M 0.01%
+119,616
772
$1.6M 0.01%
+21,470
773
$1.58M 0.01%
+15,245
774
$1.58M 0.01%
+24,053
775
$1.58M 0.01%
+36,183
29 30
31
32 33