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
1176
$449K ﹤0.01%
+9,451
1177
$446K ﹤0.01%
+14,701
1178
$444K ﹤0.01%
+41,008
1179
$444K ﹤0.01%
+19,150
1180
$443K ﹤0.01%
+6,239
1181
$441K ﹤0.01%
+40,343
1182
$440K ﹤0.01%
+311
1183
$440K ﹤0.01%
+7,022
1184
$439K ﹤0.01%
+39,993
1185
$439K ﹤0.01%
+3,312
1186
$437K ﹤0.01%
+25,580
1187
$436K ﹤0.01%
+26,740
1188
$436K ﹤0.01%
+24,338
1189
$434K ﹤0.01%
+54,096
1190
$432K ﹤0.01%
+100,000
1191
$432K ﹤0.01%
+6,196
1192
$429K ﹤0.01%
+8,853
1193
$429K ﹤0.01%
+33,120
1194
$426K ﹤0.01%
+6,981
1195
$424K ﹤0.01%
+2,207
1196
$424K ﹤0.01%
+11,055
1197
$423K ﹤0.01%
+33,975
1198
$423K ﹤0.01%
+4,000
1199
$422K ﹤0.01%
+16,191
1200
$422K ﹤0.01%
+10,217
46 47
48
49 50