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
1251
$369K ﹤0.01%
+34,720
1252
$369K ﹤0.01%
+519
1253
$369K ﹤0.01%
+2,815
1254
$366K ﹤0.01%
+168,720
1255
$366K ﹤0.01%
+2,503
1256
$366K ﹤0.01%
+10,409
1257
$366K ﹤0.01%
+4,274
1258
$365K ﹤0.01%
+5,511
1259
$361K ﹤0.01%
+13,681
1260
$360K ﹤0.01%
+2,957
1261
$359K ﹤0.01%
+8,999
1262
$359K ﹤0.01%
+3,112
1263
$358K ﹤0.01%
+9,829
1264
$358K ﹤0.01%
+35,948
1265
$358K ﹤0.01%
+5,453
1266
$354K ﹤0.01%
+44,775
1267
$354K ﹤0.01%
+9,576
1268
$353K ﹤0.01%
+5,205
1269
$353K ﹤0.01%
+12,600
1270
$352K ﹤0.01%
+188,224
1271
$352K ﹤0.01%
+7,715
1272
$351K ﹤0.01%
+15,177
1273
$349K ﹤0.01%
+15,271
1274
$348K ﹤0.01%
+9,346
1275
$348K ﹤0.01%
+3,658
49 50
51
52 53