Corient Private Wealth

Corient Private Wealth Portfolio holdings

AUM $61.2B
AUM
$61.2B
AUM Growth
+$907M
Cap. Flow
-$5.09B
Cap. Flow %
-8.32%
Top 10 Hldgs %
24.72%
Holding
2,482
New
131
Increased
793
Reduced
1,211
Closed
216

Sector Composition

1Technology17.88%
2Financials11.25%
3Healthcare8.8%
4Consumer Discretionary6.79%
5Industrials6.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$00%0
-9,220
Closed
$00%0
-4,569
Closed
$00%0
-27,849
Closed
$00%0
-1,998
Closed
$00%0
-14,096
Closed
$00%0
-21,860
Closed
$00%0
-3,631
Closed
$00%0
-17,087
Closed
$00%0
-160,000
Closed
$00%0
-16,685
Closed
$00%0
-30,319
Closed
$00%0
-10,100
Closed
$00%0
-12,000
Closed
$00%0
-6,362
Closed
$00%0
-124,744
Closed
$00%0
-31,403
Closed
$00%0
-5,373
Closed
$00%0
-10,518
Closed
$00%0
-25,000
Closed
$00%0
-4,483
Closed
$00%0
-34,282
Closed
$00%0
-84,268
Closed
$00%0
-14,129
Closed
$00%0
-484,984
Closed
$00%0
-10,000
Closed