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 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
1576
$95.4K ﹤0.01%
+16,857
1577
$94.9K ﹤0.01%
+7,280
1578
$94.5K ﹤0.01%
+10,955
1579
$93.1K ﹤0.01%
+10,955
1580
$86K ﹤0.01%
+20,132
1581
$85.6K ﹤0.01%
+2,873
1582
$85K ﹤0.01%
+20,000
1583
$82.1K ﹤0.01%
+24,646
1584
$81.9K ﹤0.01%
+7,950
1585
$81.6K ﹤0.01%
+45,350
1586
$81.5K ﹤0.01%
+16,960
1587
$81.3K ﹤0.01%
+10,000
1588
$80.3K ﹤0.01%
+19,576
1589
$78K ﹤0.01%
+9,806
1590
$77K ﹤0.01%
+13,580
1591
$76.4K ﹤0.01%
+5,012
1592
$75.4K ﹤0.01%
+19,966
1593
$74.1K ﹤0.01%
+13,948
1594
$73.9K ﹤0.01%
+20,208
1595
$73K ﹤0.01%
+26,765
1596
$72.9K ﹤0.01%
+16,997
1597
$68.5K ﹤0.01%
+14,909
1598
$68.3K ﹤0.01%
+12,269
1599
$67.9K ﹤0.01%
+17,493
1600
$67.1K ﹤0.01%
+11,380