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
826
$1.32M ﹤0.01%
+49,260
827
$1.32M ﹤0.01%
+58,976
828
$1.31M ﹤0.01%
+44,987
829
$1.31M ﹤0.01%
+59,478
830
$1.3M ﹤0.01%
+46,500
831
$1.29M ﹤0.01%
+47,139
832
$1.29M ﹤0.01%
+3,230
833
$1.29M ﹤0.01%
+8,588
834
$1.28M ﹤0.01%
+17,204
835
$1.28M ﹤0.01%
+57,167
836
$1.28M ﹤0.01%
+5,127
837
$1.28M ﹤0.01%
+47,630
838
$1.28M ﹤0.01%
+30,389
839
$1.27M ﹤0.01%
+23,307
840
$1.27M ﹤0.01%
+34,691
841
$1.27M ﹤0.01%
+39,184
842
$1.27M ﹤0.01%
+23,904
843
$1.26M ﹤0.01%
+61,250
844
$1.25M ﹤0.01%
+46,909
845
$1.25M ﹤0.01%
+9,986
846
$1.25M ﹤0.01%
+55,511
847
$1.24M ﹤0.01%
+76,964
848
$1.24M ﹤0.01%
+25,349
849
$1.23M ﹤0.01%
+19,796
850
$1.23M ﹤0.01%
+8,413
32 33
34
35 36