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
$60.3B
AUM Growth
-$3.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,541
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$89.1M
3
+$81.3M
4
HD icon
Home Depot
HD
+$79.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$79.2M

Top Sells

1
+$388M
2
+$274M
3
+$200M
4
ITW icon
Illinois Tool Works
ITW
+$171M
5
MSFT icon
Microsoft
MSFT
+$161M

Sector Composition

1 Technology 21.12%
2 Financials 11.55%
3 Healthcare 9.27%
4 Consumer Discretionary 7.86%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
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2452
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2453
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2454
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2455
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2457
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-12,400
2458
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2459
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-8,297
2460
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2461
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-15,273
2462
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-49,085
2463
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-8,688
2464
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-3,854
2465
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2466
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2467
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2468
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2469
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2470
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2471
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-3,430
2472
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2473
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-6,960
2474
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-12,333
2475
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-13,660
97 98
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