Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CORIENT PRIVATE WEALTH LLC 05-09-2024 03-31-2024 3116 56,170,884,025
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $2,684,950,655 6,385,837 0.00 0.00 -10,191 -0.16 03-31-2024
APPLE INC COM 2 $2,034,589,376 11,857,269 0.00 0.00 -902,177 -7.07 03-31-2024
AMAZON COM INC COM 3 $1,263,178,773 7,006,483 0.00 0.00 -296,819 -4.06 03-31-2024
COSTCO WHSL CORP NEW COM 4 $1,050,451,004 1,433,808 0.00 0.00 466,082 48.16 03-31-2024
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