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Kim Halkett

@Corient Private Wealth Llc

Latest period2024 - Q3ReportedManaged Assets$64.068BTotal holdings2413
Assets growth rate11.61%Assets growth rate (2-Q avg)6.91%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Corient Private Wealth Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2413 positions.

Assets under management

The assets under management (AUM) of Corient Private Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 64.068B in assets, with a quarterly growth rate of 11.61% and a 2-quarter average growth rate of 6.91%. The portfolio is managed by Kim Halkett, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.98%
4.43%
$2.834B
12.164M shares@ $233.0 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.2%
2.12%
$1.358B
7.287M shares@ $186.33 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3%
1.92%
$1.225B
1.381M shares@ $886.53 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.62%
1.46%
$929.079M
5.557M shares@ $167.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.83%
1.4%
$896.18M
1.947M shares@ $460.27 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.64%
1.3%
$830.586M
5.008M shares@ $165.85 avg price
VVisa Inc
Recent Activity
Decreased -1.58%
0.95%
$603.896M
2.196M shares@ $274.96 avg price
ROPRoper Technologies Inc
Recent Activity
Decreased -0.12%
0.78%
$493.327M
886,578 shares@ $556.44 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.61%
0.71%
$453.659M
10.882M shares@ $41.69 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.28%
0.71%
$452.697M
1.117M shares@ $405.2 avg price