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
$54.4B
AUM Growth
+$10.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,380
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$196M
3
+$161M
4
LMT icon
Lockheed Martin
LMT
+$124M
5
ZTS icon
Zoetis
ZTS
+$119M

Top Sells

1
+$106M
2
+$104M
3
+$103M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$93.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$77.5M

Sector Composition

1 Technology 19.12%
2 Financials 13.28%
3 Healthcare 10.73%
4 Industrials 7.71%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$219K ﹤0.01%
3,286
-58
2027
$218K ﹤0.01%
2,317
-94
2028
$217K ﹤0.01%
+3,254
2029
$217K ﹤0.01%
+4,500
2030
$217K ﹤0.01%
17,600
+500
2031
$217K ﹤0.01%
24,376
+674
2032
$216K ﹤0.01%
13,475
-8,300
2033
$216K ﹤0.01%
29,370
-15,284
2034
$216K ﹤0.01%
+7,528
2035
$215K ﹤0.01%
+5,440
2036
$214K ﹤0.01%
21,874
2037
$213K ﹤0.01%
+2,814
2038
$213K ﹤0.01%
+10,060
2039
$213K ﹤0.01%
+7,398
2040
$213K ﹤0.01%
18,137
-1,102
2041
$212K ﹤0.01%
+1,812
2042
$212K ﹤0.01%
+3,758
2043
$212K ﹤0.01%
17,299
2044
$212K ﹤0.01%
3,457
-424
2045
$212K ﹤0.01%
27,616
-645
2046
$211K ﹤0.01%
+2,884
2047
$211K ﹤0.01%
+2,781
2048
$211K ﹤0.01%
11,961
-5,000
2049
$210K ﹤0.01%
+5,140
2050
$209K ﹤0.01%
+2,099
80 81
82
83 84