Corient Private Wealth LP - Portfolio overview

Corient Private Wealth LP has 3070 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 6.08%
2. MSFT - MICROSOFT CORP, 4.66%
3. VEA - VANGUARD TAX-MANAGED FDS, 4.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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