Corient-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "GSK",
  "GOCO",
  null,
  "OHI",
  "GPN",
  null,
  "GFI",
  null,
  "RDN",
  "RMD",
  "GSAT",
  null,
  "GHC",
  "PR",
  null,
  "AIOT",
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  "GEF-B",
  "FSK",
  "GPI",
  "VTR",
  null,
  "VYM",
  "GPMT",
  "AHR",
  "GEF",
  null,
  "GPRE",
  "GRNT",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "GVA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "LOPE",
  "VRT",
  "HEES",
  "HWC",
  "TV",
  "HAE",
  "SLM",
  "RLI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "SRPT",
  "MTG",
  "MTDR",
  "RYAN",
  "RYN",
  "SLGN",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ST",
  "ONB",
  "PVH",
  "MKSI",
  "LNW",
  "RGLD",
  "NFG",
  "PRI",
  "MUSA",
  "MLI",
  "PEN",
  "MSM",
  "PBF",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "MTN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "SSB",
  "VNT",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "AXON",
  "THO",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "SDY",
  "FI",
  "EPAM",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FOX",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "WCN",
  "HSIC",
  "EFX",
  "IR",
  "VLY",
  "WEX",
  "AIZ",
  "MIDD",
  "NCLH",
  "OPCH",
  "FOUR",
  "TTC",
  null,
  "RFMZ",
  null,
  null,
  "VRMEW",
  "TRIN",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "CSAN",
  "SID",
  null,
  "EPAC",
  "ENIC",
  "ESNT",
  "ESQ",
  "SGOL",
  "NVST",
  "DORM",
  "EHAB",
  "FIGS",
  "FHI",
  "FGEN",
  "ES",
  "XGN",
  null,
  "FTRE",
  "EXTR",
  "III",
  "HIMX",
  "ICAD",
  "HWKN",
  "HAIN",
  "ASR",
  "IESC",
  "INDB",
  null,
  "HOPE",
  null,
  "GTY",
  "DSGN",
  "HBT",
  "ILPT",
  "HCKT",
  null,
  "IIIN",
  null,
  "IDCC",
  "IPG",
  "IBP",
  null,
  "IFF",
  "KBDC",
  null,
  "IMXI",
  "JBLU",
  "EEFT",
  "IBOC",
  "INVH",
  null,
  null,
  "KN",
  "KNF",
  "LKFN",
  "NFGC",
  "KURA",
  "KW",
  "KINS",
  "LANC",
  "KT",
  "IDXX",
  null,
  null,
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  null,
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "OLN",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "NWS",
  "LCID",
  "HCA",
  null,
  "PFG",
  "SIRI",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "OVV",
  null,
  "RMBS",
  "ACIW",
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "LI",
  "ABM",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  null,
  "AMTM",
  null,
  "FAF",
  null,
  "AAON",
  "DOX",
  "ELS",
  null,
  "BBCA",
  null,
  "EGP",
  "CEF",
  null,
  "NWSA",
  "HDB",
  "TME",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "NEU",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "UPWK",
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  null,
  "VYMI",
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VRA",
  "VUSB",
  null,
  "VLTO",
  "VTV",
  "VRRM",
  "VEEV",
  "VRSN",
  "VRME",
  "VXRT",
  "VANI",
  "VTRS",
  "V",
  "VMEO",
  "VKTX",
  "VIR",
  "VFF",
  "VSH",
  "VSCO",
  "VST",
  "VIST",
  "VICI",
  "WD",
  "WFRD",
  "W",
  "WRBY",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WAFD",
  "WSBC",
  null,
  "WES",
  "WCC",
  "WDC",
  "WU",
  "WBS",
  "WFC",
  "WAL",
  "WEN",
  "WST",
  "WLK",
  "WELL",
  null,
  "WTM",
  "WSM",
  "WIT",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WSC",
  "WWD",
  "MAPS",
  null,
  null,
  null,
  null,
  null,
  "WIX",
  null,
  null,
  null,
  null,
  null,
  null,
  "WDS",
  "WF",
  null,
  null,
  null,
  "WPC",
  "WH",
  "WYNN",
  "XPEV",
  "WOR",
  "XEL",
  "WDAY",
  "WS",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "YELP",
  "IUSG",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  "UMC",
  null,
  "ESTC",
  "ESI",
  "EVTC",
  "ELAN",
  "JJSF",
  "DTE",
  null,
  "DY",
  "OSUR",
  "OC",
  "PAR",
  "ORC",
  "GRMN",
  "ONTO",
  "PTC",
  "GNTX",
  "NXST",
  null,
  "DNN",
  "FNF",
  "GNK",
  "HAYW",
  "POST",
  "G",
  "FR",
  "FBP",
  "FOXA",
  "FCN",
  "MTB",
  "XNCR",
  "NABL",
  "JHG",
  "CNQ",
  "GEN",
  "AEM",
  "FLR",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "JHX",
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "HIW",
  "JD",
  "JBHT",
  "LW",
  "JNPR",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "JKHY",
  "LADR",
  "KVYO",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "CACC",
  "LUMN",
  "NDSN",
  "RDY",
  "HLMN",
  "INFY",
  null,
  null,
  "LBRDK",
  "JCI",
  "LBTYA",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "NUS",
  "MKL",
  "MGM",
  "NOV",
  "ESLT",
  "ICL",
  "MNDY",
  "IEP",
  null,
  "TER",
  "SO",
  "TAK",
  null,
  "USPH",
  null,
  "TTD",
  "ON",
  null,
  "SXT",
  "UFPI",
  "TNDM",
  "SON",
  "SBSW",
  "SJM",
  "SKM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  "TDOC",
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  "SSD",
  "ROL",
  "TCOM",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "RVTY",
  "NOVA",
  "SHG",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TAC",
  "TDY",
  "S",
  "SUI",
  "PSO",
  null,
  "RDDT",
  "SANM",
  "SYY",
  "PTEN",
  "DIA",
  "ORI",
  null,
  "TS",
  "SHAK",
  "SEE",
  "PFLT",
  "TFX",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "HBI",
  "ZION",
  null,
  "HALO",
  "LNTH",
  null,
  null,
  "IUSV",
  null,
  "UHS",
  null,
  "GEV",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  null,
  "MTH",
  null,
  "NVT",
  null,
  "SPYV",
  "EXR",
  "GWW",
  null,
  null,
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  "STLA",
  "STM",
  null,
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AZTA",
  "AVTR",
  "AXTA",
  "AVA",
  "AZZ",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BARK",
  "OZK",
  "BBVA",
  "BBD",
  "BNS",
  "BBWI",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BHE",
  "BSY",
  "BBAI",
  "BHP",
  "BJ",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  "BXMT",
  "BCC",
  "BA",
  "BAH",
  null,
  "BLFY",
  "OWL",
  "BHF",
  "SAM",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BDN",
  "BTI",
  "BMBL",
  "BF-B",
  "BIP",
  "BRX",
  "BLDR",
  "BAM.TO",
  "BKD",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "CABO",
  "BUR",
  "CBT",
  "BFLY",
  "CCCC",
  "CADE",
  "BWXT",
  "BXP",
  "AI",
  "BURL",
  "CWT",
  "CALM",
  "CAL",
  "CZR",
  "CAE",
  "CCJ",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CFFN",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CNNE",
  "CARR",
  "CCL",
  "CTRE",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "STEL",
  "CBZ",
  "CAVA",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  null,
  "CAKE",
  "CHX",
  "CC",
  "SKY",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "GTLS",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CIG",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "BVN",
  "CMG",
  "CBUS",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CIVI",
  "CFG",
  "CLH",
  "NET",
  "C",
  "CLVT",
  "CLX",
  "CWEN",
  "CNX",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CVLT",
  "ROAD",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CDP",
  "CORT",
  "ED",
  "CRVL",
  "CRBG",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRGY",
  "CXT",
  "CRDO",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CSWI",
  "CUBE",
  "CTS",
  "CFR",
  "CW",
  "CYBR",
  "LAW",
  "DHR",
  "DDOG",
  "DVA",
  "CYTK",
  "DELL",
  "DAR",
  "DAY",
  "DE",
  "DENN",
  "DHT",
  "DB",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DIOD",
  "DHC",
  "DLR",
  "DOCU",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "AWK",
  null,
  "APO",
  "MO",
  "KRT",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 2,598
Total Value: 49550379957
Accession Number: 0001172661-25-001832
Form Type: 13F-HR
CIK: corient-private-wealth
Manager Name: Corient-Private-Wealth

Data Enrichment

80% identified

2,074 identified524 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,598 positions • $49.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 114

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922908751

VB|922908751

Shares:460.6K

Value:$102.1M

% of Portfolio:0.2% ($102.1M/$49.6B)

922908553

VNQ|922908553

Shares:1.1M

Value:$101.9M

% of Portfolio:0.2% ($101.9M/$49.6B)

381430529

Shares:1.0M

Value:$101.9M

% of Portfolio:0.2% ($101.9M/$49.6B)

CUMMINS INC

CMI|231021106

Shares:324.0K

Value:$101.6M

% of Portfolio:0.2% ($101.6M/$49.6B)

464287648

IWO|464287648

Shares:397.2K

Value:$101.5M

% of Portfolio:0.2% ($101.5M/$49.6B)

922908629

VO|922908629

Shares:392.4K

Value:$101.5M

% of Portfolio:0.2% ($101.5M/$49.6B)

RELIANCE, INC.

RS|759509102

Shares:346.3K

Value:$100.0M

% of Portfolio:0.2% ($100.0M/$49.6B)

81369Y803

XLK|81369Y803

Shares:479.4K

Value:$99.0M

% of Portfolio:0.2% ($99.0M/$49.6B)

025072885

Shares:1.0M

Value:$96.1M

% of Portfolio:0.2% ($96.1M/$49.6B)

25434V831

Shares:2.9M

Value:$95.3M

% of Portfolio:0.2% ($95.3M/$49.6B)

464287457

Shares:1.1M

Value:$94.8M

% of Portfolio:0.2% ($94.8M/$49.6B)

Discover Financial Services

DFS|254709108

Shares:550.1K

Value:$93.9M

% of Portfolio:0.2% ($93.9M/$49.6B)

25434V773

Shares:3.6M

Value:$92.8M

% of Portfolio:0.2% ($92.8M/$49.6B)

922908744

VTV|922908744

Shares:535.8K

Value:$92.6M

% of Portfolio:0.2% ($92.6M/$49.6B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:369.7K

Value:$91.9M

% of Portfolio:0.2% ($91.9M/$49.6B)

025072562

Shares:2.1M

Value:$87.2M

% of Portfolio:0.2% ($87.2M/$49.6B)

464287622

IWB|464287622

Shares:283.1K

Value:$86.8M

% of Portfolio:0.2% ($86.8M/$49.6B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:2.1M

Value:$86.7M

% of Portfolio:0.2% ($86.7M/$49.6B)

922042775

VEU|922042775

Shares:1.4M

Value:$84.6M

% of Portfolio:0.2% ($84.6M/$49.6B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:168.7K

Value:$83.6M

% of Portfolio:0.2% ($83.6M/$49.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBcusip922908751)	460.6K	QoQ +17.85% (+69.8K) YoY +14.68% (+59.0K)	All Managers (Combined)	$102.1M	0.2% ($102.1M/$49.6B)	QoQ +8.76% (+$8.2M) YoY +11.25% (+$10.3M)
(VNQcusip922908553)	1.1M	QoQ -1.21% (-13.9K) YoY +16.21% (+157.1K)	All Managers (Combined)	$101.9M	0.2% ($101.9M/$49.6B)	QoQ +0.88% (-$889.3K) YoY +21.67% (+$18.2M)
(cusip381430529)✕	1.0M	QoQ +30.47% (+237.6K) YoY +27.39% (+218.8K)	All Managers (Combined)	$101.9M	0.2% ($101.9M/$49.6B)	QoQ +30.81% (+$24.0M) YoY +26.49% (+$21.3M)
CUMMINS INC(CMIcusip231021106)	324.0K	QoQ 0.00% (-1) YoY +1.43% (+4.6K)	All Managers (Combined)	$101.6M	0.2% ($101.6M/$49.6B)	QoQ -10.08% (-$11.4M) YoY +7.90% (+$7.4M)
(IWOcusip464287648)	397.2K	QoQ +185.07% (+257.9K) YoY +168.04% (+249.0K)	All Managers (Combined)	$101.5M	0.2% ($101.5M/$49.6B)	QoQ +153.09% (+$61.4M) YoY +152.97% (+$61.4M)
(VOcusip922908629)	392.4K	QoQ +9.49% (+34.0K) YoY +40.02% (+112.2K)	All Managers (Combined)	$101.5M	0.2% ($101.5M/$49.6B)	QoQ +32.06% (+$24.6M) YoY +44.93% (+$31.5M)
RELIANCE, INC.(RScusip759509102)	346.3K	QoQ -2.78% (-9.9K) YoY -5.63% (-20.7K)	All Managers (Combined)	$100.0M	0.2% ($100.0M/$49.6B)	QoQ +4.24% (-$4.1M) YoY -18.45% (-$22.6M)
(XLKcusip81369Y803)	479.4K	QoQ -19.13% (-113.4K) YoY -23.32% (-145.8K)	All Managers (Combined)	$99.0M	0.2% ($99.0M/$49.6B)	QoQ -20.21% (-$25.1M) YoY -23.97% (-$31.2M)
(cusip025072885)✕	1.0M	QoQ +9.32% (+88.8K) YoY +1082.41% (+952.4K)	All Managers (Combined)	$96.1M	0.2% ($96.1M/$49.6B)	QoQ +4.19% (+$3.9M) YoY +1120.46% (+$88.2M)
(cusip25434V831)✕	2.9M	QoQ +4.44% (+122.3K) YoY +16.98% (+417.4K)	All Managers (Combined)	$95.3M	0.2% ($95.3M/$49.6B)	QoQ +2.43% (+$2.3M) YoY +22.64% (+$17.6M)
(cusip464287457)✕	1.1M	QoQ +88.72% (+538.9K) YoY +184.28% (+743.1K)	All Managers (Combined)	$94.8M	0.2% ($94.8M/$49.6B)	QoQ +200.78% (+$63.3M) YoY +187.58% (+$61.9M)
Discover Financial Services(DFScusip254709108)	550.1K	QoQ +2.43% (+13.1K) YoY +241.57% (+389.0K)	All Managers (Combined)	$93.9M	0.2% ($93.9M/$49.6B)	QoQ +0.93% (+$869.5K) YoY +357.72% (+$73.4M)
(cusip25434V773)✕	3.6M	QoQ -6.00% (-229.5K) YoY -12.09% (-493.9K)	All Managers (Combined)	$92.8M	0.2% ($92.8M/$49.6B)	QoQ -1.08% (-$1.0M) YoY -9.35% (-$9.6M)
(VTVcusip922908744)	535.8K	QoQ +36.95% (+144.6K) YoY +28.42% (+118.6K)	All Managers (Combined)	$92.6M	0.2% ($92.6M/$49.6B)	QoQ +43.35% (+$28.0M) YoY +36.21% (+$24.6M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	369.7K	QoQ -9.31% (-38.0K) YoY -7.23% (-28.9K)	All Managers (Combined)	$91.9M	0.2% ($91.9M/$49.6B)	QoQ +5.04% (-$4.4M) YoY +20.80% (-$15.8M)
(cusip025072562)✕	2.1M	QoQ +27.24% (+451.4K) YoY +120.68% (+1.2M)	All Managers (Combined)	$87.2M	0.2% ($87.2M/$49.6B)	QoQ +29.88% (+$20.1M) YoY +121.43% (+$47.8M)
(IWBcusip464287622)	283.1K	QoQ +95.45% (+138.3K) YoY +71.05% (+117.6K)	All Managers (Combined)	$86.8M	0.2% ($86.8M/$49.6B)	QoQ +87.10% (+$40.4M) YoY +82.16% (+$39.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	2.1M	QoQ -13.51% (-324.9K) YoY -21.59% (-572.2K)	All Managers (Combined)	$86.7M	0.2% ($86.7M/$49.6B)	QoQ -16.86% (-$17.6M) YoY -13.71% (-$13.8M)
(VEUcusip922042775)	1.4M	QoQ -7.65% (-115.6K) YoY -32.30% (-665.7K)	All Managers (Combined)	$84.6M	0.2% ($84.6M/$49.6B)	QoQ +3.18% (-$2.6M) YoY -29.98% (-$36.2M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	168.7K	QoQ -10.03% (-18.8K) YoY +5.75% (+9.2K)	All Managers (Combined)	$83.6M	0.2% ($83.6M/$49.6B)	QoQ -14.63% (-$14.3M) YoY +31.23% (+$19.9M)