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
-10,338
Closed
$00%0
-22,416
Closed
$00%0
-5,242
Closed
$00%0
-40,064
Closed
$00%0
-11,586
Closed
$00%0
-1,817
Closed
$00%0
-20,000
Closed
$00%0
-3,311
Closed
$00%0
-7,335
Closed
$00%0
-28,220
Closed
$00%0
-8,467
Closed
$00%0
-4,931
Closed
$00%0
-3,121
Closed
$00%0
-2,995
Closed
$00%0
-8,575
Closed
$00%0
-548,546
Closed
$00%0
-4,466
Closed
$00%0
-36,897
Closed
$00%0
-2,829
Closed
$00%0
-19,259
Closed
$00%0
-46,261
Closed
$00%0
-3,558
Closed
$00%0
-9,835
Closed
$00%0
-12,032
Closed
$00%0
-3,877
Closed