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
1476
$206K ﹤0.01%
+8,000
1477
$205K ﹤0.01%
+10,031
1478
$205K ﹤0.01%
+13,524
1479
$204K ﹤0.01%
+2,408
1480
$202K ﹤0.01%
+15,500
1481
$202K ﹤0.01%
+757
1482
$202K ﹤0.01%
+3,059
1483
$202K ﹤0.01%
+11,555
1484
$202K ﹤0.01%
+3,135
1485
$202K ﹤0.01%
+25,902
1486
$200K ﹤0.01%
+5,615
1487
$200K ﹤0.01%
+8,736
1488
$199K ﹤0.01%
+10,317
1489
$199K ﹤0.01%
+41,441
1490
$199K ﹤0.01%
+21,600
1491
$199K ﹤0.01%
+11,032
1492
$199K ﹤0.01%
+17,281
1493
$197K ﹤0.01%
+4,079
1494
$196K ﹤0.01%
+45,388
1495
$193K ﹤0.01%
+18,939
1496
$192K ﹤0.01%
+10,136
1497
$189K ﹤0.01%
+41,270
1498
$187K ﹤0.01%
+12,022
1499
$183K ﹤0.01%
+31,600
1500
$183K ﹤0.01%
+51,073
58 59
60
61 62