Corient Private Wealth LP
Institutional investor · Portfolio as of Q4 2023
Top Holdings2,251 positions
Apple Inc | 12.7M | $2.5B | 4.5% | $143.45 | +32.60% | 5 qtrssince 2022-Q4 | Increased 64 |
Microsoft Corp | 6.4M | $2.4B | 4.4% | $261.47 | +40.81% | 5 qtrssince 2022-Q4 | Increased 64 |
BERKSHIRE HATHAWAY INC CL A | 3,746 | $2B | 3.7% | $468,711.00 | +15.77% | 5 qtrssince 2022-Q4 | Decreased 0 |
Amazon.com Inc | 7.3M | $1.1B | 2.0% | $101.74 | +49.34% | 5 qtrssince 2022-Q4 | Increased 64 |
Alphabet Inc | 5.6M | $795.9M | 1.5% | $97.32 | +43.46% | 5 qtrssince 2022-Q4 | Increased 55 |
Alphabet Inc | 5.3M | $740.7M | 1.4% | $99.55 | +39.00% | 5 qtrssince 2022-Q4 | Increased 51 |
Berkshire Hathaway Inc | 2M | $722.7M | 1.3% | $316.29 | +12.76% | 5 qtrssince 2022-Q4 | Increased 55 |
Costco Wholesale Corp | 967,726 | $638.8M | 1.2% | $476.29 | +36.47% | 5 qtrssince 2022-Q4 | Increased 56 |
iShares Core S&P 500 ETF | 1.3M | $625.2M | 1.1% | $383.55 | +20.30% | 5 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co | 3.5M | $600.9M | 1.1% | $129.50 | +23.87% | 5 qtrssince 2022-Q4 | Increased 58 |
Visa Inc | 2.2M | $576.2M | 1.1% | $217.47 | +17.27% | 5 qtrssince 2022-Q4 | Increased 60 |
UnitedHealth Group Inc | 1.1M | $575.4M | 1.1% | $471.55 | +5.20% | 5 qtrssince 2022-Q4 | Increased 58 |
VANGUARD S&P500 INDEX ETF | 1.2M | $517.3M | 1.0% | $340.49 | +24.01% | 5 qtrssince 2022-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 1.1M | $512.8M | 0.9% | $382.15 | +20.44% | 5 qtrssince 2022-Q4 | Increased 45 |
NVIDIA Corp | 1M | $509.6M | 0.9% | $17.26 | +186.04% | 5 qtrssince 2022-Q4 | Increased 45 |
Thermo Fisher Scientific Inc | 943,554 | $500.8M | 0.9% | $546.55 | -3.75% | 5 qtrssince 2022-Q4 | Increased 51 |
Roper Technologies Inc | 858,949 | $468.3M | 0.9% | $449.31 | +18.78% | 5 qtrssince 2022-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 12.1M | $448.9M | 0.8% | $14.60 | +17.81% | 5 qtrssince 2022-Q4 | Decreased 0 |
Johnson & Johnson | 2.8M | $442.6M | 0.8% | $152.69 | -4.98% | 5 qtrssince 2022-Q4 | Increased 46 |
Home Depot Inc/The | 1.2M | $430.1M | 0.8% | $288.67 | +11.90% | 5 qtrssince 2022-Q4 | Increased 52 |
Corient Private Wealth LP manages $54.4B across 2251 positions as of Q4 2023. Top holdings: AAPL (4.5%), MSFT (4.4%), BRK/A (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 256 new positions, 138 exits, 1090 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $54.4B across 2251 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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