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
INGERSOLL RAND INC COM 351 $24,754,747 260,713 0.00 0.00 6,448 2.54 03-31-2024
CARDINAL HEALTH INC COM 352 $24,493,584 218,957 0.00 0.00 -18,055 -7.62 03-31-2024
AUTODESK INC COM 353 $24,049,268 92,348 0.00 0.00 190 0.21 03-31-2024
BHP GROUP LTD SPONSORED ADS 354 $23,755,216 411,771 0.00 0.00 -30,691 -6.94 03-31-2024
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