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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
MSFTMicrosoft Corp
Recent Activity
Increased 3.68%
4.42%
$2.828B
6.572M shares@ $430.31 avg price
IVVIshares Tr
Recent Activity
Increased 86.79%
2.23%
$1.426B
2.48M shares@ $574.88 avg price
NVDANvidia Corporation
Recent Activity
Increased 9.54%
2.02%
$1.288B
10.608M shares@ $121.45 avg price
VOOVanguard Index Fds
Recent Activity
Increased 51.52%
1.47%
$940.416M
1.782M shares@ $527.63 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 86.96%
1.4%
$894.418M
21.751M shares@ $41.12 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 35.17%
1.3%
$830.238M
17.41M shares@ $47.69 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.57%
1.22%
$779.198M
3.695M shares@ $210.87 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.73%
1.12%
$713.926M
1.221M shares@ $584.68 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.35%
1.04%
$665.338M
1.162M shares@ $572.49 avg price
AVGOBroadcom Inc
Recent Activity
Increased 915.99%
1.03%
$655.317M
3.799M shares@ $172.51 avg price