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
1326
$305K ﹤0.01%
+5,506
1327
$305K ﹤0.01%
+46,717
1328
$304K ﹤0.01%
+5,253
1329
$303K ﹤0.01%
+5,000
1330
$302K ﹤0.01%
+4,187
1331
$299K ﹤0.01%
+10,886
1332
$299K ﹤0.01%
+34,575
1333
$299K ﹤0.01%
+14,463
1334
$296K ﹤0.01%
+6,051
1335
$294K ﹤0.01%
+1,805
1336
$294K ﹤0.01%
+7,381
1337
$294K ﹤0.01%
+10,514
1338
$293K ﹤0.01%
+4,093
1339
$293K ﹤0.01%
+18,429
1340
$292K ﹤0.01%
+6,921
1341
$292K ﹤0.01%
+7,172
1342
$291K ﹤0.01%
+9,646
1343
$291K ﹤0.01%
+6,725
1344
$290K ﹤0.01%
+14,403
1345
$289K ﹤0.01%
+610
1346
$289K ﹤0.01%
+7,520
1347
$288K ﹤0.01%
+9,974
1348
$286K ﹤0.01%
+1,640
1349
$285K ﹤0.01%
+2,973
1350
$285K ﹤0.01%
+11,250
52 53
54
55 56