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
876
$1.11M ﹤0.01%
+31,212
877
$1.11M ﹤0.01%
+12,117
878
$1.1M ﹤0.01%
+37,416
879
$1.1M ﹤0.01%
+22,933
880
$1.09M ﹤0.01%
+23,818
881
$1.09M ﹤0.01%
+3,235
882
$1.09M ﹤0.01%
+24,778
883
$1.09M ﹤0.01%
+3,693
884
$1.09M ﹤0.01%
+31,306
885
$1.09M ﹤0.01%
+18,829
886
$1.09M ﹤0.01%
+1,723
887
$1.08M ﹤0.01%
+9,684
888
$1.08M ﹤0.01%
+18,373
889
$1.07M ﹤0.01%
+101,316
890
$1.07M ﹤0.01%
+11,304
891
$1.07M ﹤0.01%
+50,441
892
$1.07M ﹤0.01%
+17,688
893
$1.05M ﹤0.01%
+36,010
894
$1.05M ﹤0.01%
+11,129
895
$1.05M ﹤0.01%
+8,690
896
$1.05M ﹤0.01%
+104,848
897
$1.04M ﹤0.01%
+2,916
898
$1.04M ﹤0.01%
+19,795
899
$1.03M ﹤0.01%
+29,454
900
$1.03M ﹤0.01%
+37,222
34 35
36
37 38