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
801
$1.45M 0.01%
+48,639
802
$1.45M 0.01%
+35,593
803
$1.44M 0.01%
+10,569
804
$1.44M 0.01%
+59,657
805
$1.43M 0.01%
+31,803
806
$1.42M 0.01%
+60,012
807
$1.42M 0.01%
+21,293
808
$1.42M 0.01%
+25,690
809
$1.41M 0.01%
+51,886
810
$1.4M 0.01%
+21,103
811
$1.39M 0.01%
+41,482
812
$1.39M 0.01%
+31,567
813
$1.38M 0.01%
+91,400
814
$1.38M 0.01%
+12,131
815
$1.37M 0.01%
+17,176
816
$1.37M 0.01%
+8,705
817
$1.36M ﹤0.01%
+52,953
818
$1.36M ﹤0.01%
+27,264
819
$1.34M ﹤0.01%
+33,888
820
$1.34M ﹤0.01%
+56,267
821
$1.34M ﹤0.01%
+10,701
822
$1.33M ﹤0.01%
+18,713
823
$1.33M ﹤0.01%
+20,902
824
$1.33M ﹤0.01%
+3,156
825
$1.33M ﹤0.01%
+18,164
31 32
33
34 35