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
851
$1.22M ﹤0.01%
+10,407
852
$1.22M ﹤0.01%
+24,219
853
$1.21M ﹤0.01%
+40,469
854
$1.19M ﹤0.01%
+19,165
855
$1.19M ﹤0.01%
+48,446
856
$1.18M ﹤0.01%
+18,085
857
$1.18M ﹤0.01%
+24,362
858
$1.18M ﹤0.01%
+66,217
859
$1.18M ﹤0.01%
+23,907
860
$1.17M ﹤0.01%
+9,337
861
$1.17M ﹤0.01%
+24,162
862
$1.16M ﹤0.01%
+59,815
863
$1.16M ﹤0.01%
+23,928
864
$1.16M ﹤0.01%
+32,769
865
$1.15M ﹤0.01%
+11,544
866
$1.14M ﹤0.01%
+15,226
867
$1.14M ﹤0.01%
+15,615
868
$1.13M ﹤0.01%
+17,019
869
$1.13M ﹤0.01%
+12,880
870
$1.12M ﹤0.01%
+54,409
871
$1.12M ﹤0.01%
+43,949
872
$1.12M ﹤0.01%
+17,277
873
$1.12M ﹤0.01%
+35,403
874
$1.12M ﹤0.01%
+8,058
875
$1.12M ﹤0.01%
+39,911
33 34
35
36 37