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
1351
$285K ﹤0.01%
+2,364
1352
$284K ﹤0.01%
+10,578
1353
$284K ﹤0.01%
+3,480
1354
$284K ﹤0.01%
+12,500
1355
$283K ﹤0.01%
+18,929
1356
$283K ﹤0.01%
+11,451
1357
$283K ﹤0.01%
+4,976
1358
$283K ﹤0.01%
+3,430
1359
$283K ﹤0.01%
+30,717
1360
$282K ﹤0.01%
+11,386
1361
$282K ﹤0.01%
+6,762
1362
$277K ﹤0.01%
+84,802
1363
$276K ﹤0.01%
+5,291
1364
$276K ﹤0.01%
+21,165
1365
$275K ﹤0.01%
+2,670
1366
$274K ﹤0.01%
+1,146
1367
$274K ﹤0.01%
+1,381
1368
$272K ﹤0.01%
+34,479
1369
$270K ﹤0.01%
+7,393
1370
$270K ﹤0.01%
+1,704
1371
$269K ﹤0.01%
+35,067
1372
$268K ﹤0.01%
+5,421
1373
$268K ﹤0.01%
+42,780
1374
$266K ﹤0.01%
+2,415
1375
$265K ﹤0.01%
+5,272
53 54
55
56 57