CC
Cornerstone Capital Portfolio holdings
AUM
$956M
1-Year Est. Return
23.68%
1 Year Est. Return
+23.68%
AUM
$956M
AUM Growth
+$26.9M
(+2.9%)
Holding
103
Top Buys
| 1 | +$2.09M | |
| 2 | +$1.77M | |
| 3 | +$1.72M | |
| 4 |
Vertiv
VRT
|
+$1.24M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$1.15M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$6.96M | |
| 3 | +$2.57M | |
| 4 |
Amazon
AMZN
|
+$2.47M |
| 5 |
Visa
V
|
+$2.15M |
Sector Composition
| 1 | Technology | 31.92% |
| 2 | Healthcare | 15.48% |
| 3 | Financials | 11.93% |
| 4 | Communication Services | 10.27% |
| 5 | Consumer Discretionary | 7.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Paychex
PAYX
$44.8B
| – | – |
-1,575
|
|
||
102
Constellation Brands
STZ
$24.4B
| – | – |
-10,212
|
|
||
103
UnitedHealth
UNH
$328B
| – | – |
-1,092
|
|