AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Corient Private Wealth LLC SEC 13F Filing
Portfolio Overview
Corient Private Wealth LLC manages a substantial, diversified portfolio totaling approximately $63.46 billion across 4,907 holdings. This quarter was characterized by significant deleveraging and portfolio restructuring, with the total portfolio value decreasing by 15.6% (down from $75.16B in the previous quarter).
The firm exhibits a "core-satellite" investment philosophy. The portfolio is ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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