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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
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Increased 5929.81%
0.32%
$203.207M
9,105 shares@ $22318.17 avg price
WMTWalmart Inc
Recent Activity
Increased 11.77%
0.32%
$202.046M
2.502M shares@ $80.75 avg price
TSLATesla Inc
Recent Activity
Increased 10.46%
0.31%
$198.317M
758,007 shares@ $261.63 avg price
MSMorgan Stanley
Recent Activity
Increased 12.71%
0.31%
$198.162M
1.905M shares@ $104.04 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 18.83%
0.31%
$196.666M
2.934M shares@ $67.03 avg price
IJHIshares Tr
Recent Activity
Increased 47.87%
0.31%
$195.236M
3.134M shares@ $62.31 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.96%
0.31%
$193.614M
977,550 shares@ $198.07 avg price
ASMLAsml Holding N V
Recent Activity
Increased 9.61%
0.3%
$190.305M
228,389 shares@ $833.26 avg price
IEMGIshares Inc
Recent Activity
Increased 6.65%
0.3%
$188.245M
3.355M shares@ $56.11 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 11.92%
0.29%
$185.256M
2.212M shares@ $83.76 avg price