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
1276
$347K ﹤0.01%
+8,668
1277
$346K ﹤0.01%
+4,005
1278
$345K ﹤0.01%
+4,532
1279
$344K ﹤0.01%
+6,673
1280
$344K ﹤0.01%
+20,930
1281
$340K ﹤0.01%
+5,028
1282
$340K ﹤0.01%
+5,106
1283
$339K ﹤0.01%
+119,774
1284
$339K ﹤0.01%
+56,386
1285
$338K ﹤0.01%
+19,172
1286
$337K ﹤0.01%
+4,125
1287
$336K ﹤0.01%
+10,004
1288
$336K ﹤0.01%
+21,880
1289
$335K ﹤0.01%
+6,838
1290
$335K ﹤0.01%
+3,544
1291
$335K ﹤0.01%
+10,500
1292
$335K ﹤0.01%
+51,247
1293
$333K ﹤0.01%
+4,712
1294
$333K ﹤0.01%
+3,700
1295
$333K ﹤0.01%
+29,558
1296
$331K ﹤0.01%
+5,368
1297
$329K ﹤0.01%
+5,763
1298
$329K ﹤0.01%
+17,691
1299
$328K ﹤0.01%
+12,719
1300
$328K ﹤0.01%
+56,123
50 51
52
53 54