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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
NXSTNexstar Media Group Inc
Recent Activity
Exited
0%
$804,519
4,844 shares@ $166.09 avg price
BROSDutch Bros Inc
Recent Activity
Exited
0%
$792,851
19,151 shares@ $41.4 avg price
KSPIKaspi Kz Jsc
Recent Activity
Exited
0%
$752,119
5,829 shares@ $129.04 avg price
OBKOrigin Bancorp Inc
Recent Activity
Exited
0%
$745,103
23,490 shares@ $31.73 avg price
SKYHSky Harbour Group Corporatio
Recent Activity
Exited
0%
$671,226
72,565 shares@ $9.25 avg price
LESLLeslies Inc
Recent Activity
Exited
0%
$656,812
156,757 shares@ $4.2 avg price
ALGMAllegro Microsystems Inc
Recent Activity
Exited
0%
$643,731
22,795 shares@ $28.25 avg price
PCORProcore Technologies Inc
Recent Activity
Exited
0%
$636,113
9,593 shares@ $66.32 avg price
AYAtlantica Sustainable Infr P
Recent Activity
Exited
0%
$622,008
28,336 shares@ $21.96 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$596,314
185,189 shares@ $3.23 avg price