Corient Private Wealth
$69.9B Assets Reported
3,061 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 4,565,910 | $2.8B | 4.0% |
| AAPL | APPLE INC | 10,418,774 | $2.6B | 3.7% |
| MSFT | MICROSOFT CORP | 5,668,485 | $2.1B | 3.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 33,373,857 | $2.1B | 3.0% |
| NVDA | NVIDIA CORPORATION | 10,976,458 | $1.9B | 2.7% |
| VOO | VANGUARD INDEX FDS | 2,985,961 | $1.7B | 2.4% |
| GOOGL | ALPHABET INC | 4,787,008 | $1.4B | 2.0% |
| AMZN | AMAZON COM INC | 6,418,681 | $1.3B | 1.9% |
| GOOG | ALPHABET INC | 4,360,984 | $1.3B | 1.8% |
| AVGO | BROADCOM INC | 3,661,894 | $1.1B | 1.6% |
Track Corient Private Wealth's 13F portfolio: $69.9B in reported holdings, 3,061 positions. Top holdings, AUM, and quarterly changes on SentiSense.