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
951
$881K ﹤0.01%
+41,672
952
$873K ﹤0.01%
+11,885
953
$871K ﹤0.01%
+6,440
954
$871K ﹤0.01%
+11,536
955
$867K ﹤0.01%
+8,684
956
$863K ﹤0.01%
+68,621
957
$862K ﹤0.01%
+66,335
958
$857K ﹤0.01%
+8,797
959
$851K ﹤0.01%
+14,168
960
$851K ﹤0.01%
+9,521
961
$846K ﹤0.01%
+10,600
962
$844K ﹤0.01%
+28,915
963
$838K ﹤0.01%
+18,431
964
$837K ﹤0.01%
+70,235
965
$830K ﹤0.01%
+5,148
966
$830K ﹤0.01%
+10,079
967
$827K ﹤0.01%
+73,099
968
$825K ﹤0.01%
+1,088
969
$825K ﹤0.01%
+6,610
970
$816K ﹤0.01%
+30,895
971
$816K ﹤0.01%
+11,901
972
$816K ﹤0.01%
+30,254
973
$813K ﹤0.01%
+13,600
974
$806K ﹤0.01%
+26,296
975
$805K ﹤0.01%
+2,498
37 38
39
40 41