Top 50 Corient Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOOG | VANGUARD ADMIRAL FDS INC | 7.92% | 635.8K | $106K | โ | โ | โ | 2022-09-30 |
| MSFT | MICROSOFT CORP | 4.01% | 208.6K | $54K | โ | โ | โ | 2022-09-30 |
| IVV | ISHARES TR | 3.64% | 512.8K | $49K | โ | โ | โ | 2022-09-30 |
| AAPL | APPLE INC | 3.45% | 337.6K | $46K | โ | โ | โ | 2022-09-30 |
| GOOG | ALPHABET INC | 2.66% | 16.3K | $36K | โ | โ | โ | 2022-09-30 |
| VEA | VANGUARD TAX-MANAGED INTL FD | 2.18% | 713.4K | $29K | โ | โ | โ | 2022-09-30 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1.69% | 54.6K | $23K | โ | โ | โ | 2022-09-30 |
| AMZN | AMAZON COM INC | 1.59% | 200.6K | $21K | โ | โ | โ | 2022-09-30 |
| VSS | VANGUARD INTL EQUITY INDEX F | 1.13% | 321.0K | $15K | โ | โ | โ | 2022-09-30 |
| PG | PROCTER AND GAMBLE CO | 1.13% | 104.7K | $15K | โ | โ | โ | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Corient Capital Partners, Llc reports $1.34M in US-listed equity holdings across 672 positions in its most recent 13F filing. Its largest disclosed positions are VOOG (7.9%), MSFT (4.0%) and IVV (3.6%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Corient Capital Partners, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1688519). View Corient Capital Partners, Llcโs 13F filings on SEC