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
926
$958K ﹤0.01%
+12,556
927
$952K ﹤0.01%
+15,773
928
$952K ﹤0.01%
+28,714
929
$946K ﹤0.01%
+27,232
930
$945K ﹤0.01%
+10,362
931
$942K ﹤0.01%
+55,516
932
$941K ﹤0.01%
+18,957
933
$939K ﹤0.01%
+47,299
934
$938K ﹤0.01%
+21,390
935
$938K ﹤0.01%
+20,135
936
$935K ﹤0.01%
+54,405
937
$933K ﹤0.01%
+38,642
938
$933K ﹤0.01%
+10,183
939
$930K ﹤0.01%
+12,600
940
$929K ﹤0.01%
+51,035
941
$926K ﹤0.01%
+2,801
942
$922K ﹤0.01%
+28,248
943
$922K ﹤0.01%
+4,302
944
$911K ﹤0.01%
+53,030
945
$910K ﹤0.01%
+1,519
946
$908K ﹤0.01%
+8,764
947
$899K ﹤0.01%
+4,866
948
$898K ﹤0.01%
+28,116
949
$895K ﹤0.01%
+40,851
950
$894K ﹤0.01%
+11,394
36 37
38
39 40