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
1451
$221K ﹤0.01%
+2,026
1452
$221K ﹤0.01%
+17,299
1453
$220K ﹤0.01%
+8,020
1454
$219K ﹤0.01%
+34,308
1455
$218K ﹤0.01%
+3,194
1456
$218K ﹤0.01%
+15,963
1457
$218K ﹤0.01%
+9,566
1458
$218K ﹤0.01%
+5,871
1459
$216K ﹤0.01%
+25,210
1460
$215K ﹤0.01%
+7,443
1461
$214K ﹤0.01%
+13,216
1462
$214K ﹤0.01%
+4,811
1463
$213K ﹤0.01%
+4,800
1464
$213K ﹤0.01%
+19,566
1465
$213K ﹤0.01%
+3,941
1466
$212K ﹤0.01%
+1,721
1467
$211K ﹤0.01%
+7,505
1468
$211K ﹤0.01%
+14,880
1469
$211K ﹤0.01%
+5,000
1470
$210K ﹤0.01%
+2,409
1471
$209K ﹤0.01%
+7,580
1472
$209K ﹤0.01%
+3,838
1473
$208K ﹤0.01%
+3,836
1474
$208K ﹤0.01%
+3,803
1475
$206K ﹤0.01%
+12,900
57 58
59
60 61