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
1676
$7.42K ﹤0.01%
+25,000
1677
$6.78K ﹤0.01%
+10,000
1678
$4.82K ﹤0.01%
+60,300
1679
$4.29K ﹤0.01%
+10,100
1680
$3.97K ﹤0.01%
+23,700
1681
$3.66K ﹤0.01%
+10,400
1682
$3.52K ﹤0.01%
+43,350
1683
$2.9K ﹤0.01%
+313
1684
$2.6K ﹤0.01%
+64,725
1685
$2.25K ﹤0.01%
+16,091
1686
$1.96K ﹤0.01%
+561
1687
$1.85K ﹤0.01%
+18,500
1688
$1.69K ﹤0.01%
+68,142
64 65 66 67
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