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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
ROGRogers Corp
Recent Activity
Exited
0%
$584,596
4,847 shares@ $120.61 avg price
MYRGMyr Group Inc Del
Recent Activity
Exited
0%
$580,296
4,276 shares@ $135.72 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$573,768
25,892 shares@ $22.17 avg price
DFEWisdomtree Tr
Recent Activity
Exited
0%
$561,721
9,428 shares@ $59.59 avg price
EXEChesapeake Energy Corp
Recent Activity
Exited
0%
$543,389
6,611 shares@ $82.2 avg price
BLVVanguard Bd Index Fds
Recent Activity
Exited
0%
$523,518
7,448 shares@ $70.29 avg price
DLBDolby Laboratories Inc
Recent Activity
Exited
0%
$513,569
6,482 shares@ $79.24 avg price
ARCBArcbest Corp
Recent Activity
Exited
0%
$508,202
4,746 shares@ $107.09 avg price
HAHawaiian Holdings Inc
Recent Activity
Exited
0%
$469,382
37,762 shares@ $12.44 avg price
TRTootsie Roll Inds Inc
Recent Activity
Exited
0%
$453,755
14,843 shares@ $30.58 avg price