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
1626
$47.6K ﹤0.01%
+13,372
1627
– –
0
1628
$46K ﹤0.01%
+11,954
1629
$46K ﹤0.01%
+12,400
1630
$45.3K ﹤0.01%
+29,636
1631
$45K ﹤0.01%
+10,401
1632
$42K ﹤0.01%
+35,000
1633
$42K ﹤0.01%
+1,248
1634
$41K ﹤0.01%
+11,196
1635
$40.5K ﹤0.01%
+3,955
1636
$39.9K ﹤0.01%
+1,650
1637
$39.2K ﹤0.01%
+14,750
1638
$39K ﹤0.01%
+11,564
1639
$38K ﹤0.01%
+15,453
1640
$37.2K ﹤0.01%
+2,000
1641
$37.1K ﹤0.01%
+2,062
1642
$35.8K ﹤0.01%
+10,000
1643
$35.6K ﹤0.01%
+21,647
1644
$32.9K ﹤0.01%
+24,937
1645
$32.1K ﹤0.01%
+22,289
1646
$32.1K ﹤0.01%
+11,007
1647
$31.3K ﹤0.01%
+1,450
1648
$31.2K ﹤0.01%
+18,914
1649
$30.3K ﹤0.01%
+17,500
1650
$30K ﹤0.01%
+10,577
64 65
66
67 68