Corient Private Wealth LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,357 positions
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% | $267.23 | +55.59% | 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% | $479.17 | +20.30% | 9 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA Corp | 9.1M | $1.2B | 2.0% | $26.28 | +409.73% | 9 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc | 5.5M | $1B | 1.7% | $97.41 | +94.37% | 9 qtrssince 2022-Q4 | Decreased 0 |
Alphabet Inc | 5.4M | $1B | 1.7% | $106.42 | +76.84% | 9 qtrssince 2022-Q4 | Increased 55 |
Broadcom Inc | 3.9M | $890.9M | 1.5% | $72.32 | +215.98% | 9 qtrssince 2022-Q4 | Increased 51 |
Berkshire Hathaway Inc | 1.9M | $865.4M | 1.4% | $316.36 | +43.28% | 9 qtrssince 2022-Q4 | Decreased 0 |
JPMorgan Chase & Co | 3.5M | $838.5M | 1.4% | $133.38 | +73.53% | 9 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD FTSE DEV MKT ETF | 16.9M | $784.9M | 1.3% | $44.19 | +3.61% | 9 qtrssince 2022-Q4 | Decreased 0 |
Visa Inc | 2.1M | $667.8M | 1.1% | $218.10 | +43.02% | 9 qtrssince 2022-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 1.2M | $658.9M | 1.1% | $404.07 | +42.25% | 9 qtrssince 2022-Q4 | Increased 53 |
VANGUARD S&P500 INDEX ETF | 1.2M | $632M | 1.0% | $401.83 | +31.32% | 9 qtrssince 2022-Q4 | Decreased 0 |
UnitedHealth Group Inc | 1.2M | $580.4M | 1.0% | $477.54 | +1.38% | 9 qtrssince 2022-Q4 | Decreased 0 |
Facebook Inc | 932,894 | $528M | 0.9% | $242.40 | +140.17% | 9 qtrssince 2022-Q4 | Decreased 0 |
Home Depot Inc/The | 1.3M | $511.8M | 0.8% | $301.57 | +23.18% | 9 qtrssince 2022-Q4 | Increased 52 |
Thermo Fisher Scientific Inc | 895,927 | $465.5M | 0.8% | $548.22 | -5.70% | 9 qtrssince 2022-Q4 | Decreased 0 |
Roper Technologies Inc | 878,410 | $456.6M | 0.8% | $452.67 | +13.04% | 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 Score: 2.5/5.0.
Active quarter - 136 new positions, 196 exits, 762 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR