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
976
$795K ﹤0.01%
+88,773
977
$792K ﹤0.01%
+6,611
978
$792K ﹤0.01%
+29,959
979
$787K ﹤0.01%
+5,059
980
$787K ﹤0.01%
+13,535
981
$787K ﹤0.01%
+43,680
982
$784K ﹤0.01%
+43,113
983
$784K ﹤0.01%
+10,088
984
$784K ﹤0.01%
+34,823
985
$775K ﹤0.01%
+19,674
986
$772K ﹤0.01%
+14,184
987
$771K ﹤0.01%
+30,252
988
$770K ﹤0.01%
+6,886
989
$770K ﹤0.01%
+22,200
990
$765K ﹤0.01%
+10,420
991
$763K ﹤0.01%
+8,427
992
$758K ﹤0.01%
+4,383
993
$758K ﹤0.01%
+5,845
994
$756K ﹤0.01%
+15,327
995
$754K ﹤0.01%
+34,243
996
$749K ﹤0.01%
+17,566
997
$749K ﹤0.01%
+16,667
998
$748K ﹤0.01%
+14,130
999
$748K ﹤0.01%
+3,572
1000
$746K ﹤0.01%
+19,577
38 39
40
41 42