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
1601
$66.1K ﹤0.01%
+10,575
1602
$65.9K ﹤0.01%
+10,100
1603
$65.2K ﹤0.01%
+1,010
1604
$63.9K ﹤0.01%
+16,761
1605
$62.6K ﹤0.01%
+103,274
1606
$60.8K ﹤0.01%
+19,552
1607
$60.2K ﹤0.01%
+904
1608
$58K ﹤0.01%
+16,732
1609
$57.3K ﹤0.01%
+1,103
1610
$57K ﹤0.01%
+29,479
1611
$56.9K ﹤0.01%
+1,237
1612
$56.1K ﹤0.01%
+14,427
1613
$55.8K ﹤0.01%
+20,000
1614
$54.1K ﹤0.01%
+2,342
1615
$53.8K ﹤0.01%
+14,281
1616
$53K ﹤0.01%
+11,040
1617
$52K ﹤0.01%
+22,614
1618
$52K ﹤0.01%
+184
1619
$51K ﹤0.01%
+21,315
1620
$50.3K ﹤0.01%
+13,903
1621
$49K ﹤0.01%
+1,039
1622
$48.1K ﹤0.01%
+14,926
1623
$48K ﹤0.01%
+15,660
1624
$48K ﹤0.01%
+70,633
1625
$47.8K ﹤0.01%
+10,415
63 64
65
66 67