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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
CBChubb Limited
Recent Activity
Increased 1.38%
0.28%
$175.918M
610,002 shares@ $288.39 avg price
BNBrookfield Corp
Recent Activity
Increased 3.08%
0.28%
$175.515M
3.302M shares@ $53.16 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 21.82%
0.28%
$175.001M
2.703M shares@ $64.74 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 3.12%
0.27%
$169.681M
569,111 shares@ $298.16 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 7.41%
0.27%
$169.556M
2.302M shares@ $73.67 avg price
NVONovo-nordisk A S
Recent Activity
Increased 0.58%
0.26%
$166.409M
1.398M shares@ $119.08 avg price
UNPUnion Pac Corp
Recent Activity
Increased 6.99%
0.26%
$164.526M
667,502 shares@ $246.49 avg price
NFLXNetflix Inc
Recent Activity
Increased 36.9%
0.26%
$163.124M
229,988 shares@ $709.27 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 8.23%
0.26%
$162.649M
699,383 shares@ $232.57 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 5.53%
0.26%
$162.267M
5.764M shares@ $28.15 avg price