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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
KOREKore Group Hldgs Inc
Recent Activity
New Position
0.01%
$2.586M
4.212M shares@ $0.62 avg price
UBNDVictory Portfolios Ii
Recent Activity
New Position
0.01%
$1.895M
85,176 shares@ $22.25 avg price
PEGAPegasystems Inc
Recent Activity
New Position
0.01%
$1.884M
25,782 shares@ $73.1 avg price
INTAIntapp Inc
Recent Activity
New Position
0.01%
$1.708M
35,702 shares@ $47.83 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.01%
$1.696M
34,312 shares@ $49.43 avg price
GSHDGoosehead Ins Inc
Recent Activity
New Position
0.01%
$1.689M
18,913 shares@ $89.31 avg price
6533⤦Nextera Energy Inc
Recent Activity
New Position
0.01%
$1.63M
29,261 shares@ $55.71 avg price
WNSWns Hldgs Ltd
Recent Activity
New Position
0.01%
$1.548M
29,364 shares@ $52.71 avg price
HCKTHackett Group Inc
Recent Activity
New Position
0.01%
$1.509M
57,445 shares@ $26.27 avg price
ARDTArdent Health Partners Inc
Recent Activity
New Position
0.01%
$1.374M
74,750 shares@ $18.38 avg price