Corient Private Wealth

Corient Private Wealth Portfolio holdings

AUM $149B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.1B
AUM Growth
+$13.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,554
New
Increased
Reduced
Closed

Top Buys

1
+$2.33B
2
+$1.23B
3
+$631M
4
META icon
Meta Platforms (Facebook)
META
+$628M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$310M

Top Sells

1
+$1.22B
2
+$378M
3
+$314M
4
UNH icon
UnitedHealth
UNH
+$245M
5
AAPL icon
Apple
AAPL
+$229M

Sector Composition

1 Technology 20.63%
2 Financials 9.61%
3 Healthcare 6.73%
4 Consumer Discretionary 6%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$1.47M ﹤0.01%
33,947
+6,301
1177
$1.46M ﹤0.01%
6,019
-1,186
1178
$1.46M ﹤0.01%
33,421
+644
1179
$1.46M ﹤0.01%
25,563
+1,281
1180
$1.45M ﹤0.01%
23,066
+1,496
1181
$1.45M ﹤0.01%
40,352
-365
1182
$1.45M ﹤0.01%
27,452
-1,961
1183
$1.44M ﹤0.01%
30,679
+1,418
1184
$1.44M ﹤0.01%
131,228
1185
$1.43M ﹤0.01%
18,870
-1,235
1186
$1.43M ﹤0.01%
23,835
+303
1187
$1.43M ﹤0.01%
47,114
-3,182
1188
$1.43M ﹤0.01%
13,031
-461
1189
$1.43M ﹤0.01%
8,931
+1,812
1190
$1.42M ﹤0.01%
65,477
+252
1191
$1.42M ﹤0.01%
30,459
-267
1192
$1.41M ﹤0.01%
12,483
-396
1193
$1.41M ﹤0.01%
77,416
+41,260
1194
$1.4M ﹤0.01%
35,956
+88
1195
$1.4M ﹤0.01%
45,638
+26,736
1196
$1.4M ﹤0.01%
15,205
+2,450
1197
$1.4M ﹤0.01%
28,415
+1,678
1198
$1.39M ﹤0.01%
48,330
+2,350
1199
$1.39M ﹤0.01%
15,514
+2,410
1200
$1.39M ﹤0.01%
19,918
-440
46 47
48
49 50