Corient Private Wealth LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,275 positions
ISHARES TR | 5.1M | $2.9B | 4.7% | $518.87 | +6.37% | 10 qtrssince 2022-Q4 | Increased 94 |
APPLE INC | 11.4M | $2.5B | 4.1% | $147.06 | +50.12% | 10 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 5.8M | $2.2B | 3.5% | $267.23 | +38.84% | 10 qtrssince 2022-Q4 | Decreased 0 |
AMAZON COM INC | 7M | $1.3B | 2.2% | $105.92 | +79.62% | 10 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 2.4M | $1.2B | 2.0% | $451.32 | +11.90% | 10 qtrssince 2022-Q4 | Increased 87 |
COSTCO WHOLESALE CORPORATION | 1.2M | $1.2B | 1.9% | $556.31 | +68.57% | 10 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 1.9M | $1.1B | 1.7% | $316.36 | +68.35% | 10 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORPORATION | 9.2M | $996.9M | 1.6% | $27.15 | +298.22% | 10 qtrssince 2022-Q4 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 18.5M | $938.7M | 1.5% | $44.60 | +9.63% | 10 qtrssince 2022-Q4 | Increased 55 |
JPMORGAN CHASE & CO | 3.3M | $820.7M | 1.3% | $132.72 | +78.49% | 10 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 5.1M | $801.1M | 1.3% | $97.41 | +59.64% | 10 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 5.2M | $800.8M | 1.3% | $106.42 | +44.63% | 10 qtrssince 2022-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 1.3M | $754.1M | 1.2% | $421.76 | +30.47% | 10 qtrssince 2022-Q4 | Increased 57 |
VISA INC | 1.9M | $658.7M | 1.1% | $218.10 | +58.87% | 10 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 3.8M | $631M | 1.0% | $72.32 | +128.88% | 10 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $585M | 1.0% | $477.54 | +5.41% | 10 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC | 981,957 | $566M | 0.9% | $258.94 | +121.51% | 10 qtrssince 2022-Q4 | Increased 47 |
ISHARES TR | 1.5M | $546.4M | 0.9% | $72.87 | +23.20% | 10 qtrssince 2022-Q4 | Increased 71 |
ROPER TECHNOLOGIES INC | 881,454 | $519.7M | 0.8% | $453.12 | +28.29% | 10 qtrssince 2022-Q4 | Increased 44 |
ELI LILLY & CO | 599,428 | $495.1M | 0.8% | $430.87 | +89.68% | 10 qtrssince 2022-Q4 | Increased 46 |
Corient Private Wealth LP manages $61.2B across 2275 positions as of Q1 2025. Top holdings: IVV (4.7%), AAPL (4.1%), MSFT (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 132 new positions, 213 exits, 793 increased. Top move: IVV (INCREASED, conviction 94). Portfolio: $61.2B across 2275 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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