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
1651
$29.5K ﹤0.01%
+26,273
1652
$29.1K ﹤0.01%
+15,000
1653
$29.1K ﹤0.01%
+15,550
1654
$28.5K ﹤0.01%
+15,000
1655
$27.8K ﹤0.01%
+1,965
1656
$26.7K ﹤0.01%
+733
1657
$26K ﹤0.01%
+16,909
1658
$23K ﹤0.01%
+20,000
1659
$21.7K ﹤0.01%
+1,167
1660
$21.7K ﹤0.01%
+13,298
1661
$21K ﹤0.01%
+12,500
1662
$17.6K ﹤0.01%
+18,325
1663
$16.6K ﹤0.01%
+20,000
1664
$16.4K ﹤0.01%
+43
1665
$16.2K ﹤0.01%
+454
1666
$16K ﹤0.01%
+20,000
1667
$16K ﹤0.01%
+350
1668
$15K ﹤0.01%
+600
1669
$14.2K ﹤0.01%
+20,000
1670
$12.6K ﹤0.01%
+480
1671
$12.5K ﹤0.01%
+10,019
1672
$10.1K ﹤0.01%
+2,083
1673
$8.82K ﹤0.01%
+1,250
1674
$7.8K ﹤0.01%
+10,000
1675
$7.76K ﹤0.01%
+12,000