Corient Private Wealth

Corient Private Wealth Portfolio holdings

AUM $75.2B
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
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 +$190M
2 +$188M
3 +$149M
4
LMT icon
Lockheed Martin
LMT
+$122M
5
MRSH
Marsh
MRSH
+$112M

Top Sells

1 +$99.2M
2 +$98.2M
3 +$95.9M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$87.2M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$69.2M

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
2376
-3,000
2377
-3,763