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CC

Cornerstone Capital Portfolio holdings

AUM $1B
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$307K
3
+$222K
4
TSLA icon
Tesla
TSLA
+$218K
5
IBKR icon
Interactive Brokers
IBKR
+$198K

Top Sells

1
+$40.2M
2
+$4.97M
3
+$4.63M
4
SHOP icon
Shopify
SHOP
+$4.57M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.53M

Sector Composition

1 Technology 29.61%
2 Healthcare 15.85%
3 Communication Services 11.32%
4 Financials 9.89%
5 Consumer Discretionary 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$150K 0.02%
19,420
102
– –
-3,000
103
– –
-16,867
104
– –
-11,287
105
– –
-752,639
106
– –
-1,125
107
– –
-797
1 2 3 4
5