Corient Private Wealth LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,459 positions
Apple Inc. | 12.1M | $2.8B | 4.4% | $146.99 | +57.19% | 8 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp. | 6.6M | $2.8B | 4.4% | $267.23 | +58.52% | 8 qtrssince 2022-Q4 | Increased 61 |
iShares Trust CORE S&P500 ETF | 2.5M | $1.4B | 2.2% | $479.17 | +17.47% | 8 qtrssince 2022-Q4 | Increased 85 |
Amazon.com, Inc. | 7.3M | $1.4B | 2.1% | $105.45 | +78.26% | 8 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA Corp. | 10.6M | $1.3B | 2.0% | $26.28 | +360.93% | 8 qtrssince 2022-Q4 | Increased 60 |
Costco Wholesale Corporation | 1.4M | $1.2B | 1.9% | $556.31 | +57.62% | 8 qtrssince 2022-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 1.8M | $940.4M | 1.5% | $401.83 | +28.20% | 8 qtrssince 2022-Q4 | Increased 70 |
Alphabet Inc. | 5.6M | $929.1M | 1.5% | $97.41 | +70.45% | 8 qtrssince 2022-Q4 | Decreased 0 |
Berkshire Hathaway Inc. | 1.9M | $896.2M | 1.4% | $316.36 | +45.49% | 8 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB INTERNATIONAL EQUITY ETF | 21.8M | $894.4M | 1.4% | $16.79 | +15.02% | 8 qtrssince 2022-Q4 | Increased 78 |
Alphabet Inc. | 5M | $830.6M | 1.3% | $99.55 | +65.44% | 8 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 17.4M | $830.2M | 1.3% | $44.19 | +12.73% | 8 qtrssince 2022-Q4 | Increased 65 |
JPMorgan Chase & Co. | 3.7M | $779.2M | 1.2% | $133.38 | +51.71% | 8 qtrssince 2022-Q4 | Increased 51 |
UnitedHealth Group Inc. | 1.2M | $713.9M | 1.1% | $477.54 | +16.73% | 8 qtrssince 2022-Q4 | Increased 53 |
Broadcom Inc | 3.8M | $655.3M | 1.0% | $69.88 | +142.64% | 8 qtrssince 2022-Q4 | Increased 80 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 1.1M | $640.3M | 1.0% | $394.04 | +42.32% | 8 qtrssince 2022-Q4 | Increased 47 |
Visa Inc | 2.2M | $603.9M | 0.9% | $218.10 | +24.19% | 8 qtrssince 2022-Q4 | Decreased 0 |
Meta Platforms Inc | 1M | $588.5M | 0.9% | $242.40 | +134.62% | 8 qtrssince 2022-Q4 | Increased 49 |
Thermo Fisher Scientific Inc | 949,928 | $587.6M | 0.9% | $548.22 | +12.04% | 8 qtrssince 2022-Q4 | Increased 45 |
Eli Lilly & Co. | 621,510 | $550.6M | 0.9% | $415.30 | +110.38% | 8 qtrssince 2022-Q4 | Increased 45 |
Corient Private Wealth LP manages $64.1B across 2459 positions as of Q3 2024. Top holdings: AAPL (4.4%), MSFT (4.4%), IVV (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 234 new positions, 133 exits, 1209 increased. Top move: IVV (INCREASED, conviction 85). Portfolio: $64.1B across 2459 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