Corient Private Wealth LLC

Key Holdings

The top 10 holdings account for roughly 24% of the total portfolio value, indicating a measured concentration in core assets while maintaining significant diversification in the tail.

• Mega-Cap Technology Dominance: The top individual equity positions are dominated by the "Magnificent Seven." Microsoft (MSFT) is the largest holding at $2.74B (4.32%), followed closely by Apple (AAPL) at $2.36B (3.71%). NVIDIA (NVDA) holds the fourth spot at $1.57B (2.48%). These positions suggest a firm commitment to the secular growth of artificial intelligence and cloud computing.
• ETF Core: A significant portion of the top holdings consists of passive index funds. iShares Core S&P 500 (IVV) and Vanguard S&P 500 (VOO) rank third and fifth, respectively. Combined, these two positions represent nearly 6% of the entire portfolio. This indicates that Corient utilizes ETFs to efficiently capture broad U.S. equity market returns.
• Financial and Consumer Exposure: JPMorgan Chase (JPM) and Berkshire Hathaway (BRK/B) represent the firm's top financial bets, while Amazon (AMZN) and Alphabet (GOOGL/GOOG) round out the top communication and consumer cyclical exposures.