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
776
$1.58M 0.01%
+74,377
777
$1.58M 0.01%
+4,075
778
$1.58M 0.01%
+31,129
779
$1.57M 0.01%
+270,006
780
$1.56M 0.01%
+15,406
781
$1.56M 0.01%
+38,298
782
$1.55M 0.01%
+26,084
783
$1.55M 0.01%
+7,220
784
$1.54M 0.01%
+50,743
785
$1.54M 0.01%
+53,466
786
$1.53M 0.01%
+26,412
787
$1.53M 0.01%
+32,764
788
$1.52M 0.01%
+6,373
789
$1.5M 0.01%
+21,333
790
$1.5M 0.01%
+1,140
791
$1.5M 0.01%
+30,175
792
$1.5M 0.01%
+33,285
793
$1.49M 0.01%
+10,927
794
$1.49M 0.01%
+3,696
795
$1.48M 0.01%
+35,557
796
$1.48M 0.01%
+26,901
797
$1.47M 0.01%
+9,900
798
$1.46M 0.01%
+31,706
799
$1.46M 0.01%
+59,940
800
$1.45M 0.01%
+642,978
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