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
1376
$265K ﹤0.01%
+22,351
1377
$265K ﹤0.01%
+8,500
1378
$264K ﹤0.01%
+7,384
1379
$264K ﹤0.01%
+5,003
1380
$262K ﹤0.01%
+13,276
1381
$261K ﹤0.01%
+9,059
1382
$261K ﹤0.01%
+1,128
1383
$261K ﹤0.01%
+52,375
1384
$260K ﹤0.01%
+10,000
1385
$260K ﹤0.01%
+3,793
1386
$259K ﹤0.01%
+6,488
1387
$259K ﹤0.01%
+12,236
1388
$257K ﹤0.01%
+22,178
1389
$256K ﹤0.01%
+16,849
1390
$256K ﹤0.01%
+2,241
1391
$255K ﹤0.01%
+2,835
1392
$254K ﹤0.01%
+19,995
1393
$254K ﹤0.01%
+3,043
1394
$254K ﹤0.01%
+10,270
1395
$254K ﹤0.01%
+11,175
1396
$254K ﹤0.01%
+7,500
1397
$253K ﹤0.01%
+33,243
1398
$253K ﹤0.01%
+39,420
1399
$252K ﹤0.01%
+21,568
1400
$251K ﹤0.01%
+9,806
54 55
56
57 58