Corient Private Wealth LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,357 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 12.2M | $3B | 4.9% | $147.06 | +69.06% | 9 qtrssince 2022-Q4 | Increased 58 |
MICROSOFT CORP | 6.2M | $2.6B | 4.3% | $267.58 | +57.60% | 9 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 7.3M | $1.6B | 2.6% | $105.45 | +109.87% | 9 qtrssince 2022-Q4 | Decreased 0 |
COSTCO WHOLESALE CORP | 1.4M | $1.3B | 2.1% | $556.31 | +63.13% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2.3M | $1.2B | 2.0% | $481.68 | +21.13% | 9 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORP | 9.1M | $1.2B | 2.0% | $113.31 | +21.31% | 9 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 5.5M | $1B | 1.7% | $96.72 | +98.45% | 9 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL A | 5.4M | $1B | 1.7% | $105.96 | +79.78% | 9 qtrssince 2022-Q4 | Increased 55 |
BROADCOM INC | 3.9M | $890.9M | 1.5% | $160.95 | +42.24% | 9 qtrssince 2022-Q4 | Increased 51 |
BERKSHIRE HATHAWAY INC-CL B | 1.9M | $865.4M | 1.4% | $315.49 | +43.32% | 9 qtrssince 2022-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.5M | $838.5M | 1.4% | $134.25 | +73.78% | 9 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD FTSE DEVELOPED ETF | 16.9M | $784.9M | 1.3% | $44.65 | +3.50% | 9 qtrssince 2022-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.1M | $667.8M | 1.1% | $218.10 | +43.02% | 9 qtrssince 2022-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 1.2M | $658.9M | 1.1% | $406.54 | +43.01% | 9 qtrssince 2022-Q4 | Increased 53 |
VANGUARD S&P 500 ETF | 1.2M | $632M | 1.0% | $404.19 | +32.22% | 9 qtrssince 2022-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.2M | $580.4M | 1.0% | $485.66 | +2.05% | 9 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 932,894 | $528M | 0.9% | $241.61 | +143.94% | 9 qtrssince 2022-Q4 | Decreased 0 |
HOME DEPOT INC | 1.3M | $511.8M | 0.8% | $306.16 | +24.10% | 9 qtrssince 2022-Q4 | Increased 52 |
THERMO FISHER SCIENTIFIC INC | 895,927 | $465.5M | 0.8% | $546.82 | -5.45% | 9 qtrssince 2022-Q4 | Decreased 0 |
ROPER INDUSTRIES INC | 878,410 | $456.6M | 0.8% | $455.76 | +13.14% | 9 qtrssince 2022-Q4 | Decreased 0 |
Corient Private Wealth LP manages $60.3B across 2357 positions as of Q4 2024. Top holdings: AAPL (4.9%), MSFT (4.3%), AMZN (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 132 new positions, 193 exits, 765 increased. Top move: AAPL (INCREASED, conviction 58). Portfolio: $60.3B across 2357 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