CCM

Cornerstone Capital Management Portfolio holdings

AUM $635M
1-Year Est. Return 11.91%
This Quarter Est. Return
1 Year Est. Return
+11.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$61M
2 +$55.8M
3 +$41.5M
4
V icon
Visa
V
+$32.3M
5
PRGO icon
Perrigo
PRGO
+$32.2M

Top Sells

1 +$213M
2 +$90.5M
3 +$71.6M
4
LNKD
LinkedIn Corporation
LNKD
+$44.8M
5
WFM
Whole Foods Market Inc
WFM
+$44.4M

Sector Composition

1 Consumer Discretionary 18.41%
2 Communication Services 15.21%
3 Industrials 11.61%
4 Technology 10.01%
5 Financials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-242,331