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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
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$447,194
8,408 shares@ $53.19 avg price
MODGTopgolf Callaway Brands Corp
Recent Activity
Exited
0%
$447,021
29,217 shares@ $15.31 avg price
MCBCMacatawa Bk Corp
Recent Activity
Exited
0%
$418,786
28,684 shares@ $14.6 avg price
LITGlobal X Fds
Recent Activity
Exited
0%
$402,944
10,381 shares@ $38.82 avg price
GUGGuggenheim Active Alloc Fd
Recent Activity
Exited
0%
$395,856
26,514 shares@ $14.94 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$377,996
29,121 shares@ $12.99 avg price
BMRNBiomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$352,867
4,286 shares@ $82.34 avg price
RAMPLiveramp Hldgs Inc
Recent Activity
Exited
0%
$340,465
11,004 shares@ $30.95 avg price
NEXTNextdecade Corp
Recent Activity
Exited
0%
$338,665
42,653 shares@ $7.95 avg price
MACMacerich Co
Recent Activity
Exited
0%
$338,312
21,911 shares@ $15.45 avg price