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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
GLTRAbrdn Precious Metals Basket
Recent Activity
Exited
0%
$334,583
3,249 shares@ $102.99 avg price
GSLGlobal Ship Lease Inc New
Recent Activity
Exited
0%
$333,210
11,573 shares@ $28.8 avg price
VCVisteon Corp
Recent Activity
Exited
0%
$312,951
2,933 shares@ $106.7 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$312,785
110,525 shares@ $2.83 avg price
PGCPeapack-gladstone Finl Corp
Recent Activity
Exited
0%
$311,052
13,733 shares@ $22.65 avg price
POWIPower Integrations Inc
Recent Activity
Exited
0%
$309,536
4,410 shares@ $70.19 avg price
FRDFriedman Inds Inc
Recent Activity
Exited
0%
$305,881
20,257 shares@ $15.11 avg price
ELFE L F Beauty Inc
Recent Activity
Exited
0%
$299,644
1,422 shares@ $210.73 avg price
FIVEFive Below Inc
Recent Activity
Exited
0%
$298,361
2,738 shares@ $108.98 avg price
BFZBlackrock Calif Mun Income T
Recent Activity
Exited
0%
$295,108
24,654 shares@ $11.97 avg price