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
1426
$236K ﹤0.01%
+5,034
1427
$236K ﹤0.01%
+15,000
1428
$236K ﹤0.01%
+8,279
1429
$235K ﹤0.01%
+100,704
1430
$235K ﹤0.01%
+2,985
1431
$234K ﹤0.01%
+996
1432
$234K ﹤0.01%
+13,104
1433
$233K ﹤0.01%
+2,943
1434
$233K ﹤0.01%
+6,844
1435
$230K ﹤0.01%
+272
1436
$230K ﹤0.01%
+8,128
1437
$230K ﹤0.01%
+47,419
1438
$229K ﹤0.01%
+2,756
1439
$228K ﹤0.01%
+19,249
1440
$227K ﹤0.01%
+24,127
1441
$226K ﹤0.01%
+22,000
1442
$226K ﹤0.01%
+2,882
1443
$226K ﹤0.01%
+4,392
1444
$226K ﹤0.01%
+7,361
1445
$226K ﹤0.01%
+4,530
1446
$225K ﹤0.01%
+1,523
1447
$224K ﹤0.01%
+3,288
1448
$223K ﹤0.01%
+10,000
1449
$223K ﹤0.01%
+10,279
1450
$222K ﹤0.01%
+3,020
56 57
58
59 60