Corient Private Wealth LP
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,004 positions
Apple Inc. | 10.9M | $1.8B | 4.8% | $135.99 | +19.31% | 2 qtrssince 2022-Q4 | Increased 75 |
Microsoft Corp. | 5.5M | $1.6B | 4.3% | $246.64 | +13.72% | 2 qtrssince 2022-Q4 | Increased 78 |
Amazon.com, Inc. | 5.7M | $587.3M | 1.6% | $89.82 | +13.56% | 2 qtrssince 2022-Q4 | Increased 68 |
Alphabet Inc. | 5.2M | $542.3M | 1.5% | $93.39 | +10.32% | 2 qtrssince 2022-Q4 | Increased 70 |
Berkshire Hathaway Inc. | 1.6M | $509.4M | 1.4% | $308.88 | -0.04% | 2 qtrssince 2022-Q4 | Increased 58 |
Thermo Fisher Scientific Inc | 807,834 | $465.6M | 1.3% | $550.53 | +3.55% | 2 qtrssince 2022-Q4 | Increased 63 |
SCHWAB INTERNATIONAL EQUITY ETF | 13.1M | $455.4M | 1.2% | $14.68 | +7.15% | 2 qtrssince 2022-Q4 | Increased 52 |
Alphabet Inc. | 4.1M | $424.7M | 1.1% | $92.92 | +10.58% | 2 qtrssince 2022-Q4 | Increased 70 |
Johnson & Johnson | 2.7M | $411.4M | 1.1% | $153.25 | -8.48% | 2 qtrssince 2022-Q4 | Increased 66 |
iShares Trust CORE S&P500 ETF | 998,675 | $410.5M | 1.1% | $366.79 | +7.01% | 2 qtrssince 2022-Q4 | Increased 52 |
Vanguard Index Funds S&P 500 ETF SHS | 1.1M | $408.4M | 1.1% | $336.48 | +6.76% | 2 qtrssince 2022-Q4 | Increased 54 |
Costco Wholesale Corporation | 797,240 | $396.1M | 1.1% | $449.00 | +5.93% | 2 qtrssince 2022-Q4 | Increased 67 |
DIMENSIONAL US MARKETWIDE VALUE ETF | 11.5M | $384.2M | 1.0% | $31.45 | +0.46% | 2 qtrssince 2022-Q4 | Decreased 0 |
Visa Inc | 1.6M | $370.4M | 1.0% | $206.89 | +6.11% | 2 qtrssince 2022-Q4 | Increased 58 |
The Procter & Gamble Co. | 2.5M | $366.1M | 1.0% | $137.07 | -1.00% | 2 qtrssince 2022-Q4 | Increased 55 |
RAYTHEON TECHNOLOGIES CORP | 3.7M | $359.2M | 1.0% | $91.72 | -0.74% | 2 qtrssince 2022-Q4 | Increased 71 |
UnitedHealth Group Inc. | 755,192 | $356.9M | 1.0% | $470.72 | -6.47% | 2 qtrssince 2022-Q4 | Increased 65 |
JPMorgan Chase & Co. | 2.7M | $347.1M | 0.9% | $122.20 | -1.63% | 2 qtrssince 2022-Q4 | Increased 55 |
PEPSICO INC | 1.9M | $340.7M | 0.9% | $159.67 | +1.03% | 2 qtrssince 2022-Q4 | Increased 61 |
McDonald's Corp. | 1.2M | $330.3M | 0.9% | $246.27 | +4.49% | 2 qtrssince 2022-Q4 | Increased 60 |
Corient Private Wealth LP manages $37.2B across 2004 positions as of Q1 2023. Top holdings: AAPL (4.8%), MSFT (4.3%), AMZN (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 373 new positions, 80 exits, 1246 increased. Top move: MSFT (INCREASED, conviction 78). Portfolio: $37.2B across 2004 positions.
Top holdings by portfolio weight
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Behavioral investing profile
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR